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Why is my Custom field not working for role other than Admin?
Hi Team, I am stuck on this and am hoping there is a quick solution, maybe something I am overlooking? I created a custom transaction body field called Sales Rep and set it as a free-text field. I put {USER.ALTNAME} in the default value. The aim is that when a user opens a new SO form, their name defaults in as Sales Rep,…
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How to set a custom field on an Invoice to be the same as a Custom Email field on Customer Record?
I have created this custom field on the customer, and is there a way to create a custom field on the invoice that carries the same info as the customer contact email field? The contact email field on the customer record combines all the email in the customer contact.
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Custom FIeld Can't Duplcate
Hello all I have created a custom field for transaction body fields, what I want to ask is how to prevent this custom field from being duplicated with previous transactions, for example, in invoice 001 the custom field is filled in 001-A, and in invoice 002 the custom field cannot be filled in 001-A
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NSC | Create Body Field to populate value from Custom Record
A Custom Field in the Vendor record sources its values from a Custom Record. The values in the record have a description field which they want to display on the Purchase order. What they want to do is to show the value of the Terms Description from the Custom Record to the Vendor record to the Purchase Order depending on…
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NSC | Custom Body Field, populate Timestamp
On the System Notes, as a standard behavior, once a field has been changed or edited, the date and time will be logged into this. For example, a Custom Body Field with Checkbox type is created and the timestamp must be shown on a Custom Body Field - Date/Time type. This is possible by creating a Saved Search and applying…
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memo on journal entry created from rev rec schedule
Good Day Gurus, I would like to populate the Memo field for Journal entries that are created using advance revenue management with the source transaction# of the revenue arrangement if it exists. I thought to do so using a workflow ON CREATE to 'set field value' if document status='APPROVED FOR POSTING CREATED FROM REVENUE…