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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.
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Re: How to manually link estimate to sales order
Hi @Jake Pangan, The native linkage of the Sales Order to an Estimate happens via the back-end "Transaction Line ID," which is not exposed. We won't be able to link a standalone SO to …1 -
Re: Saved Search created by filter working different between SB and PD
Ah, that explains it. I didn't realize you were using the "Created By" for filtering. The "Created By" field queries a List/Record for all entities stored on the account and …1 -
Re: Using items for tax - w/Avalara, Salesforce and integration to NetSuite/ARM
No worries - I am glad to help, Greg, Avalara taxes are calculated based on Avalara Tax Codes assigned to Items. For example: Many companies I worked with needed only a few Avalara (e.g., for Service…1 -
Re: Any way to customise Periods?
Hi @AndyC_2878, The default period filters aren't editable. It takes some to get used to them. Thanks.1 -
Re: Output "Subtotal" (Summary of Sales Order/Invoice) via Saved Search
Thanks for the additional information, @User_K4DIS, Could you please check the "Accounting" subtab of your Sales Order and see if the Subtotal amount matches the Est. Gross Profit? If yes, …1