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New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.

3958581 Newbie

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  • Hi, I would use a simple workflow with one state, that will auto-populate the Class when the Department is selected on a transaction. Below are the details to guide you through creating the workflow. [LIST] [*]Workflow [LIST] [*]Record Type = Transaction [*]Sub Types: Purchase Order, Sales Order, Cash Sale, etc...…
    in Auto populating Class from Department Master Comment by 3958581 Dec 10, 2014 2:21PM
  • Hi, Follow the steps below to add a custom sublist at the project level to display all related POs attached to that Project. [LIST=1] [*]Create a Transaction saved search[LIST=1] [*]Criteria:[LIST=1] [*]Type = 'Purchase Order' [/LIST] [*]Results[LIST=1] [*]Date [*]Type [*]Transaction Number [*]Amount [*]Status [/LIST]…
    in Finding a Purchase Order against a job Comment by 3958581 Jan 7, 2016 4:39PM