My Stuff
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Re: Workflow Trigger PopUp on Transaction Delete?
I can answer the first part: * The deletion reason is NOT available if you do a saved search on Deleted Record table (I know; it should be there). * If you do a saved search on the Transaction Number…2 -
Re: Issue with Auto Generated Numbers for Customers
For issue #1, see if the ones which weren't updated are actually Leads/Prospects. Leads, prospects, and customers are all "customers", but sometimes you have to explicitly select them.1 -
Re: How to track serialized item?
Three things you can do: * On the item record, modify your view on the inventory detail. The default view has a filter for "On Hand is greater than 0". Just remove that criteria and save th…2 -
Re: Rename a serialized item
The method you outlined is a good approach, especially if you use the memo field to explain why the change is being made. If the initial transaction of the lot number is in an open period, you can al…2 -
Re: Item number not printing on Sales Orders or Quotes Created from an Opportunity
Start with a saved search on your sales orders/quotes. Can you retrieve the item number field the same way regardless of how the transaction was created? The result of that test will help you determi…2
