My Stuff
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
Update: Narrative Insights has been restored and is now available.
Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
Comments
-
Hi @"Laureen Shoemaker", If your inquiry is to set a Custom Purchase Order Form as default every time you create a new POs, basically, you can mark the form as preferred on the Transaction Forms List by navigating to Customization > Forms > Transaction Forms then mark the Preferred checkbox beside the Custom PO Form and…
-
Hi @"PaulFleetwood", Since division by NULL would also throw an error, it is not recommended to use nullif() because it would just replace zero(0) with NULL. Alternatively, you can have a condition that checks if the denominator evaluates to zero(0) like in this formula: CASE WHEN TO_NUMBER({amount}) != 0 THEN…
-
Hi @"JCirocco", I've performed testing on our Test Account with the Consolidated Invoicing bundle installed and came up with the following solution get your desired result: 1. To group Invoices by Ship To State, you need to create a Custom Transaction Body Field first that will contain the information. The reason a Custom…
-
Hi Paul, This is to address your second concern. To customize supported sublists such the Relationships > Contacts Sublist to add/remove columns, follow these steps: 1. Open a Sales Order/Quote in View mode 2. Click the Customize View button at the top part of the Relationships > Contacts Sublist 3. On the Sublist View…