1. Select the 'Item Reg Status' to Approved 2. Now, create a Quote from the related information drop-down of Design Registration and add the parts. 3. If you have multiple parts in a DR, only the parts with 'Item Reg Status' as Approved will show up in the Quotes
I used the NEHANET system to forward a quote to another user. I found the quote went into junk mail. Is there anything I can do on my end to insure they don’t end up in Junk Mail folder?
We use a SMTP Mail Relay Service called "sendgrid.net" to trigger outbound email. Sometimes these emails find their way to the Junk Mail folder. We don't control that. You could ask your Mail Administrator to whitelist both "nehanet.com" and "sendgrid.net" domain in your Mail server setup. That should help. In addition, Outlook also provides an [...]
To associate/create a Call Report for an Opportunity, Search for the Opportunity, Click on Related Call Report (from Grid or Edit page) and click Create.
When companies get acquired and you want to transfer Opportunities from the acquired company to the acquiring company, you can use the merge functionality. The merge icon is available in the Account System View.
When companies change name, you can just change the Company Name in Accounts assuming you don’t have another Account with the same name in Accounts Master.
When creating an opportunity, Quote, Sample, Design Registration, etc. the header shows that the part number is mandatory, but the fields are not red-bordered. This is because Part Number is a unique field in that you add one or more Parts to an Opportunity, Quote, Sample, Design Registration, etc. It is not like other fields [...]
End user deletes in NEHANET are soft deletes. So If an Account, Contact, Opportunity, Forecast, Quote, etc. is deleted, it is only marked for delete. The System Administrator can view the deleted records under Settings->System Administration->Deleted Records. Pick the module to see all deleted items for that module. The System Administrator can then either restore [...]
If you encounter this message, it is because of a change introduced in Microsoft patch. There is a fix for it and you can read about it below. http://www.infoworld.com/article/3106774/microsoft-windows/good-news-for-microsoft-office-renamed-html-files-now-open-in-excel.html https://answers.microsoft.com/en-us/msoffice/forum/msoffice_excel-mso_win10/cannot-open-html-files-in-excel-2016-office-365-on/56b5de8a-2026-4202-8d73-0c96e39c06af http://forums.yessoftware.com/posts.php?post_id=125348 One workaround is after downloading file, right-click on it and check the box "Unblock" (at lower right corner of the panel).
If I have two customers with the same name but different customer number, how do i specify the customer name in the import spreadsheet to associate with the right customer record?
If you have two customers with the same name "Test Company" with Customer Number 1234 and "Test Company" with Customer Number 4567 In the opportunity import spreadsheet, you can specify "Test Company #:1234 to associate with "Test Company" with Customer Number 1234 OR you can specify "Test Company #:4567 to associate with "Test Company" with [...]
Forecasts are rolled over automatically on calendar month end or fiscal month end as defined in the system. All forecasts for both Sales (or Demand) and Marketing forecast types from the current month are automatically rolled over to the next month at the end of the month.