rburns515 Red Ribbon

The values have been logged and output what's expected.

Thanks Patrick!

We are issuing a Purchase Order to a Vendor who has a repenting Subsidiary. We are paring that purchasing order to an intercompany sales order. Our transfer prince method is set to be cost plus %. Where should we see the result of the transfer price method calculation, on purchase order or item fulfillment. In the case…

This was a transfer cost that should be marked up 10%. I am not seeing that on the item record. Maybe I am looking in the wrong spot but I see the actual cost of the item but not the transfer cost with the mark up.

Yes...this solved my problem. Thank you so much.

Actually I figured it out. It was a combination of adding a conditional to the SO's workflow and modifying other roles permissions under transactions. Thanks.

This didn't completely work as expected. When unchecking the Authorized Return to now show and assign to the needed roles, it will not show for any roles.

Its a custom button. See screen shot. "Authorize Return" button. I want to excude my sales roles from seeing and using it.

I am still working on it. I am using a PO request form as a template since he has approval workflow already tied to it. Keep this post open as I am sure I will need some direction soon.

Nothing is set up as far as a parts request form and the work flow is to bet used with the parts request form. Sorry for the confusion.

I have a project where we need to create a parts request form and tie it to an approval work flow for an approver. Instructions on creating the form and then associating it to the approval workflow is what's needed.

I am sorry but there is no parts request record in our scripted records list. Are you saying we have to create the record in our environment and then script it? We

Actually I wrote this up incorrectly. What is happening is the Accounts Payable role enters a new bill then selects the next approver but it approves automatically. I don't want it to approve automatically but go to the next approver in the workflow to be actioned.

Yes I am. Thank you so much.

I got it to work. Thanks for your help. It was what you stated.

The include transaction box is still grayed out. What do I need to check to enable it?

Yes! That was the issue. Thank you so much.

Thanks Michelle but I need more clarity. Is this where you are talking about turning off the CRM tab? Just uncheck it and save to make my changes? Please be a bit more detailed. Thanks Ray

Hi...Leadsource is not in the filter. Please see screenshot.

Pauline, I am sorry I should have included this is my first work flow. I have been trying to follow you direction but don't have the basic information. Here is the start...can you advise what is needed to create this?

Thanks so much!

Good morning. Is there any progress or update for this request? Thanks.

Thank you. Just check in to see if there is any progress.

Oh my God...how did I miss that!!!??? Thank you Jack. Much appreciated. Everything is working as it should now.

Hi Jack, I tried your solution and still not getting the date info to populate un the Customer record column called PO Acknowledgements Date. See Screenshots. This PO has a date selected on record. Here is my config for the saved search based on what you sent me.

Hi Jack. This is a custom field I add to the PO. The field is use to select a date for the user on the PO. See below. Note the option for Global Search is grayed out because I am using the TYPE: Date. I need to pull this field info into a saved search.

Got it. Done and thanks!

The link to click "Yes" is not shown.

Absolutely!!! Very helpful and thanks.

It works perfectly!!! Thank you.