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Hi! @Dominica Sevilla-Oracle , Unfortunately setting those for the import did not work but what I did was, removed the Discount related line items from the csv, ran the import again, and it successfully closed all Sales Order lines that did not have a discount. But now I'm stuck with 200+ Sales Orders that will not close…

I don't have an amount column on my csv because I'm simply looking to close all item lines so that I can do a mass closing of Sales Orders for a whole fiscal quarter. Is this even possible? Thanks!

Hello! I've followed these directions exactly but I get import errors for every Line Item 1 asking to enter an amount. I've encountered this before and included amounts and then it requires a tax ID. Is there a reason why it's giving me these errors? Could it possibly be because some of the item lines are discounts? Thanks!

That worked!!! Thank you so much! 😁

That's just not working, unfortunately. Removing the Sales Rep field from Results and entering the formula only shows this: The only way I'm able to get the sales reps names to show in the results is to have the Sales Rep field in the results. Putting in this formula is basically removing all of the sales reps from the…

@Jack Daryl Espiel-Oracle Hello! So, this workflow works great for the message pop up but I realized that the user is still able to actually select the restricted location and save the record after they click past the dialogue box. This workflow does not actually restirct them from choosing it, just triggering the message.…

I may be misunderstanding. How else would I get the other individual sales reps to display in the results?

So there's no way to combine 3 of the sales reps into one in the results? Our sales team is somewhat divided so the managers want to see these 3 specific sales reps combined into one "result" as if they're one sales rep and want the rest of ths sales reps to be shown individually.

Awesome! Thank you so much!

Thank you! I ended up going that route while testing in Sandbox and was able to create a Drop Ship PO. My concern though is that our Sales Order form has the Location field as mandatory, so we have to choose a warehouse on the SO (even though in this case the item is not being fulfilled from any of our warehouses). I ran…

Update: I populated the preferred vendor on the item record and now I'm able to see a "drop ship" (and "special order") link on the Sales Order item line. Although there is a warehouse selected on the Location field on my Sales Order, will the item still not allocate from that warehouse?

When I remove the Sales Rep field from the Results tab, no data is displayed when running the search. The only way I can get data to display is by keeping Sales Rep in the results tab with "Group" in the Summary field. If I remove "Group", no data displays either. Still, when data does display, it does not combine the…

Hi! I've corrected the formula field. But I'm not sure what you mean by "remove the Sales Rep from the Results". Do you mean remove the Sales Rep field from the Results tab? I've removed the 3 sales reps that I need to be grouped to "TMS" in the Criteria tab but now they just don't show in the results at all. If i keep…

I entered the formula as you stated. It will now search but it is still not grouping the sales reps I've put in the formula. It is still showing them individually in the results.

Hello! Am I putting this formula in the Criteria tab or the Results tab? I tried it in Criteria and his "Set" but then it doesn't fill in the Description field so it doesn't let me save. Also, in the case of the formula, I'm replacing 'Sales Rep 1' with the sales rep's name, correct? Then I'm replacing 'Group Name' with…

I did away with the group and have placed a checkbox on the employee form and checked it for the three sales reps. (Just a note, this still requires an extra step if anyone needs to be added in the future). Still, I am not sure how to get the numbers for these employees to show in the saved search results as one. Can you…

I created a static group with the three employees that I need together. How do I add this group to the saved search criteria? I've searched for "group" in the filter box but not finding anything. Thanks!

All set! Thank you so much @Jack Daryl Espiel-Oracle 😀

That worked!!! Thank you so much! I have one other question though. I just learned that we may only want this to trigger for a specific role. Do you know how I could make a condition for that or if it's possible?

@Jack Daryl Espiel-Oracle I actually tried it both ways as far as the Trigger Event, I just had screenshots from my two separate attempts, sorry for the confusion. So neither "After Field Edit" or "Before User Submit" have worked. Also, I do have the Workflow Event Definition already checked for On Create and On View Or…

Thanks for responding! I clicked on State 1 in the workspace, clicked "New Action" here and then set it up but it is still not working. Am I not doing it in the right place? I tested this after by creating a new Sales Order and it still allows me to select these two locations and save. The workflow is set to Released. Am I…

Hi @Elychelle Gulen-Oracle , I ended up creating a support ticket since I was hitting my deadline on getting this done. The process may be a little too complex for me to try to reflect what I'm trying to do here on the forum. Thank you so much for you assistance with this, I've definitely learned some great things from you…

Hi @Elychelle Gulen-Oracle Thank you for the info provided!I think we may be onto something by using a Saved Search as a Custom KPI on the dashboard. I used the ID: 8110 Selecting an Existing Search to be a Custom KPI guide but I am getting errors with the formulas. I tried it as provided in the guide but I received errors…

Hi Elychelle, I understand that they can use the date range dropdown but they just want to show those 4 specific date ranges. This may confirm that there is no way to do what they're wanting. They're wanting a customized module basically but it sounds like this would be something better to do in PowerBI. One last shot…