My Stuff
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.
-
Re: P&L report access restricted to a location for a custom role
Hey @Pallavi1903, You can do that by creating a custom P&L report filtered to the required Location. You can keep the filter hidden so the selected location can't be changed. Share this P&am…1 -
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