Unable to find the textline in the drop-down list?

If you are trying to select a text line in the drop-down list on the contract screen but are unable to do so because the text line is not available in the drop-down list, ensure that the text line has been enabled for the specific drop-down of the contract screen. This can be achieved by following the given steps:

  • Navigate to the text line menu in the root data and open the required text line in the tab “Textlines”, if the text line is already added. If not, follow the steps in the main article of the text line to add a new one.
  • You can make a text line available for selection in various drop-down lists on the contract screen by using the checkboxes for the contract on the text line screen.
Checkboxes used to enable/disable the availability of a text line on the contract screen’s drop-downs
  • Check the tooltips of these checkboxes by hovering your cursor over them; these are the labels of the text line drop-downs on the contract screen.
  • Mark the checkbox whose tooltip matches the label of the drop-down (where the text line is needed) on the contract screen.
  • Save the changes and the text line will be available in the required drop-down on the contract screen.

The text lines on the contract screen can be found as contract line 1, contract line 2 and so on but can also be labelled as per your business requirement.

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Updated on October 14, 2024

FAQ'S

Accounts and Financial

  • Unable to find invoice for export in current month

    Invoices are displayed on the export screen in a particular month. The month of the invoice is taken from the invoice date and not from another date, such as the due date.

    The invoice date is therefore leading in terms of month for export periods. For example: Invoice date 22-05-2022 and due date 15-06-2022. This invoice will appear in the export under the month May.