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New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
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Re: Financial Account Mapping
Hey @User_UEJ7U The automated selection of the Departments and Classes on transactions can be done via script/customization. The "depending on which department instigated the transaction" i…2 -
Re: Bill Capture not enabled in production after update release
Hey @User_Z8WX0 Do you know if you requested a Release Preview account to test if everything worked correctly before the 24.1 upgrade? To troubleshoot the issue, you can: Go to Setup → Company → View…1 -
Re: Duplicate Resolution - Parent/Child
Hey @Ben Belzer, You can create a Scheduled Mass Update for the required customers to auto-mark their duplicates as "Not a Duplicate":1 -
Re: Fixing Incorrect Customer on Invoice
Hey @jmack_admin, You have two options: Credit the Invoice, then delete the Item Fulfillment and close the Sales Order. Once done, create a new Sales Order with the correct customer. Delete the invoi…1 -
Re: Revenue Recognition JE Issues
@User_7NEDX, You must map the "Business Unit" from the source transaction (e.g., Sales Order) to the Revenue Arrangement. Once done, the related Business Unit will be present every time the…1