Setup and Maintenance
Discussion List
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How to create different approval rules for "Buy" & "Sell" Contract?Summary: Content (required): We have a different set of rules for "Buy" & "Sell" Contracts. Is there any attribute to identify the "Contract Intent"? Please Advise. Than…Sathyaseelan Chandran 21 views 2 comments 1 point Most recent by Sathyaseelan Chandran Enterprise Contracts -
Service Contract Revenue Recognition to be set as dailySummary: Service contract is created and transaction invoice is created in receivables. After that 'Recognize Revenue' process is run to enter accounting entries. These … -
Restrict CREATE button in DCL search windowHi, In the custom DCL when I use search screen I can find CREATE button which need to be disabled so that all users have no privilege to create new records. How can this… -
how to export all custom lookups defined in application using export managementSummary how to export all custom lookups defined in applicationContent Hi All, Is there any way to export all custom lookups defined in application through export manage… -
Is there any option to default the Item Master in Contract Creation page?Summary: Content (required): Is there any option to default the Item Master in Contract Creation page? Please Advise! Version (include the version you are using, if appl…Sathyaseelan Chandran 71 views 2 comments 0 points Most recent by Sathyaseelan Chandran Enterprise Contracts
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Delete users in bulkSummary: Delete users in bulk Content (required): Is there any way to delete only bulk user accounts? Version (include the version you are using, if applicable): 21C Cod…
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It's possible to determine two BUs as Global Unit?Our group have two different companies in the same cloud environment. 2 Companies (A and B) Company A (15 BUs) Company B (10 BUs) The companies needs to manage their cla…
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How To Add A Custom/Standard Field in the Manage ColumnsSummary How To Add A Custom/Standard Field in the Manage ColumnsContent Hi, I want a custom/standard field to appear in the Manage Columns so I can see that field in the…
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Page Composer Issue (Saved Search)Summary: I'm trying to access page composer and edit the Service Request saved searches for a specific role (ICM), but I kept encountering this error: "You cannot edit t…
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How can you track the progress of a publish job?Summary Where can I go to see detailed information on how my publish job is progressing? Content (required): Version (include the version you are using, if applicable): … -
How can we track usage for a contract which is still not billed to customer?Summary: The billing cycle is Quarterly. We want to know the usage in between quarter for the contracts. Is there any standard way to track it? Content (required): The c…
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Importing closed opportunities to Incentive cloudContent Hello, Anyone knows if there is a way to import all the closed opportunities to Incentive compensation module through an automated process? We are using both ora…
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How to add reference to Documents (Attachments) from Contract Documents into the Contract PDF outputContent Hello, Is there a way to reference in the Contract PDF output any Documents/Attachments that are added into the Documents tab in the 'Contract Documents' area wi…
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Renaming the Contract PDF FilenameContent Hello, Is it possible to have the filename of the Contract PDF that is generated when printing or DocuSign executing a Contract from the Enterprise Contracts Mod…