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ACT! Quote without Items (Products/Services) and values

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Nickel Super Contributor
Posts: 397
Country: USA
Accepted Solution

ACT! Quote without Items (Products/Services) and values

Greetings.

If I make a new opportunity, but when make the Quote is I get the design but do not bring me the items (Products/Services) and their values, what may is happening?

NOTE: I already replace the files  Quote.xlt  and  Quote.edt - This should have worked but although the design has changed (for the exchange of files) is still not bring me the opportunity items (Products/Services) and the values.

Thanks


Accepted Solutions
Solution
Accepted by topic author jotero
‎09-25-2015 03:20 AM
Platinum Super Contributor
Posts: 5,275
Country: USA

Re: ACT! 2011 Prem Quote without Products/Services and values

[ Edited ]

Are you running the Quote on the server?  or on a workstation?  Excel needs to be installed where the quote is being produced.

 

If you are running it on a workstation with Excel installed - what version of Office is installed on the workstation?

Did you open the demo local to the workstation and test?

 

Note: please see your Private Notes.

Greg Martin
Sage

View solution in original post


All Replies
Nickel Super Contributor
Posts: 397
Country: USA

Re: ACT! Quote without Items (Products/Services) and values

Question ... I need to have installed Excel on the Server   TO   ACT! open the table of values in the Quote?

 

Smiley Sad

Nickel Super Contributor
Posts: 397
Country: USA

ACT! 2011 Prem Quote without Products/Services and values

 ACT! 2011 Prem Quote without Products/Services and values

 

 

I expect an answer from Sage ACT! Support Team, Thanks

 

Smiley Wink

Nickel Super Contributor
Posts: 397
Country: USA

Re: ACT! 2011 Prem Quote without Products/Services and values

I Hop for  an answer from Sage ACT! Support Team, Thanks

 

Smiley Tongue

 

jotero@praxisol.com

Nickel Super Contributor
Posts: 397
Country: USA

Re: ACT! 2011 Prem Quote without Products/Services and values

This is also happening with the demo database, si I Think is a problem from the software ACT! - But the biggest problem I have is that no one answers anything.

 

That  is a problem  :-(

 

Note: I have applied SP1 and HF1

 

jotero@praxisol.com

 

Solution
Accepted by topic author jotero
‎09-25-2015 03:20 AM
Platinum Super Contributor
Posts: 5,275
Country: USA

Re: ACT! 2011 Prem Quote without Products/Services and values

[ Edited ]

Are you running the Quote on the server?  or on a workstation?  Excel needs to be installed where the quote is being produced.

 

If you are running it on a workstation with Excel installed - what version of Office is installed on the workstation?

Did you open the demo local to the workstation and test?

 

Note: please see your Private Notes.

Greg Martin
Sage
Nickel Super Contributor
Posts: 397
Country: USA

Re: ACT! 2011 Prem Quote without Products/Services and values

OK, please excuse me the wrong way to I write, thanks for the reply, this solved my problem.

Thanks