Discussions
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Here are some examples to get your creative juices flowing.
"Did I pay vendor John Doe last month?"
"Take me to my largest sales order for this month."
"What invoices haven't been paid yet?"
Workflow not working on all roles, execute as admin is checked.
I have created a workflow to automatically assign the department and location on sales orders according to the subsidiary and sales rep. The workflow works in the administration role, an operations role, and in our finance role, but not in the A/R clerk role. I have "execute as admin" checked. Some error appears to be occurring because it not only does not assign the location and department, it's also preventing the customer's billing address from appearing in the billing address drop down.
When I check the logs on a test sales order, the triggers I'm using aren't appearing, even when I run it in administrator and the fields are being updated via the workflow correctly. I get 3 entries in the work flow history (beforesubmit, aftersubmit, beforeload) and none show any actions by the workflow.