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24.3. don't require requested date

Ed or Pam can one of you adjust please.    Keep in mind for the future.

Yes, this can be set up as required or optional per customer by going in to Setup>Workflow Setup>Billing And Shipping Customization.

For Request Date, deselect the check box in the Required column and click Update.

 

This is where you can determine exactly what fields you want to display, and what should be required on the B&S screen.

 

Regards,

 

Julie McGillivray-Crawford | Support Services | KiSP Inc. |

Tel: 1.416.499.2457 ext 2231 | Fax: 1.416.498.9802 | Email: jcrawford@kisp.com

For Technical Support:  Tel: 1.416.499.2457 Press 1 |  Email:  SnapTrackerSupport@kisp.com

From: "Shannon McLean (Michalek)" <smclean@storr.com>
Sent: Wed, 11 Mar 2020 13:08:59 -0400
To: IT_Support <ITSupport@storr.com>
Subject: Snaptracker Request Dates

For the SECU asset account (SECU01), the customers submit a lot of their own work orders. We have historically advised them to put in a false date (i.e. 3/3/2022) so that we coordinate the install date on our end and update asset. However, this false date seems to be causing confusion internally. It appears to be a requirement when creating and submitting a cart to have a requested date. Is there any way to make it so that date is not required to submit the work order?