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Re: Sales Rep Forecasts | Transactions & Filtration | Export
Quotes fall under Quotes Sales Orders and RMAs fall under Unbilled Orders Invoices and Credit Memos fall under Actuals.1 -
Re: Sales Rep Forecasts | Transactions & Filtration | Export
Sure. Quotes with the following statuses are included Open Sales Orders with the following statuses are included Partially Fulfilled Pending Billing Pending Billing / Partially Fulfilled Pending Fulf…1 -
Re: Sales Rep Forecasts | Transactions & Filtration | Export
While I was at NetSuite, I had multiple customers with Incentive Comp module and remember building such Saved Searches. The key is to have the Commissionable Item included in those transactions, so y…1 -
Re: Sales Rep Limited View on Customer Records They Don't Own
Thanks for the additional details. I confirmed that the "Before Record Load" trigger doesn't work. Can you open a support case and ask them to investigate? If you change the trigger to…1 -
Re: How to remove the Expiration Date field from the Inventory Detail pop-up?
The script doesn't need to supersede the ALN script. It can run its own action of hiding the Expiration Date field. I haven't done this exact customization for my customers and am unsure ho…2