Is there a way to prevent inactive rate offering from coming up during rate record creation?
Summary:
Is there a way to prevent inactive rate offering from coming up during rate record creation?
Content (please ensure you mask any confidential information):
Hello everyone,
We have some rate offerings that are not in use and hence made inactive. We do not want to delete them yet.The issue is that when the user is copying a rate record, the finder screen for rate offering that shows up and on search still list these inactive rate offerings as well.
Is there a way to restrict this happening? Of course, we can still use the finder screen active flag set to Yes to filter out this result, but user wants the inactive offering from not showing up in UI even if this search criteria is not entered. Is there a way to achieve this?