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Re: Terms not populating on sales order
Hello @Martha Hakes, Good day! ? As per my understanding, there was Terms set up on your Customer record; however, when you created a Sales Order, the Terms did not auto populate. Confirm if the Cust…1 -
Re: How to show/hide fields between company/individual on lead/prospect/customer
Hello @User_75YL8, Good day! ? Upon checking, there's no standard way to hide certain fields on the Lead form depending on the Type selected. However, I was able to create a Workflow that gave m…1 -
Re: 'Shipping' and 'Billing' address defaults mandatory
Hello @Dirk Nieuwkamp, Good day! Thank you for for checking. ? Can you further clarify your expected behavior? A. Is it for you to be unable to add new address on your Customer and Vendor records? So…1 -
Re: Email Invoices to Customers
Hello @TiffHas, Goo day! ? Can you confirm on how you send emails to you Customers? Do you have an existing Workflow or Script? If you are sending it manually via UI, when creating a Sales Order, mak…1 -
Re: AE: YTD Sales Sum anomaly
Hello @OliverK, Good day! Hope you are well. ? Kindly try this formula: case when {transaction.trandate} between trunc({today},'Year') and {today} then {transaction.amount} end Here's …1
