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Is it possible to have Tax (VAT) and Withholding Tax fields to compute on a Custom Transaction Type?
Hello community, I have created a custom transaction type, a posting transaction where in I need to be able to add the taxation fields such as VAT and withholding Tax rates. Is this possible or an enhancement? I am using Legacy taxes. Was wondering if we need to edit the scripts for these taxes to be able to apply it
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Cannot find a record type created from a custom segment to be a dataset in workbook
Hi everyone, I'm wondering if a record type built from a custom segment may be a dataset in a workbook. I tried to discover its name in the dataset list, but I couldn't find it. Is anyone else in the same situation? Please let me know. Thank you!
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Prevent duplicate selection on drop down custom fields
Hi I have a custom 'approver' record where I assign an employee as an approver for return authorisation cases. For example, employee Bob Smith is responsible for any returns relating to pricing or sales. If I create another custom return authorisation approver record, I want there to be a way to prevent the user selecting…
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File Drag and Drop - Can I attach files to custom fields?
I don't know if this is possible, the instructions say it's possible to attach the drag and drop feature to custom forms and certain fields but doesn't mention custom fields. When I try to drag a file into certain fields like memo, date or PO# the field will turn green indicating I can attach an item to that field. This…
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Custom record forms
Hello Everyone, I am having issue where the user with "custom record entries" permission can only see the following options after saving the form. 1- File drag and drop 2- Sticknotes 3- Notes tab 4- Files tab 5- Workflow tab Please see the screenshots below. Would it be possible to point me in the right direction to fix…
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Custom record forms
Is there a way of adding Custom Record Forms in "lists" or "transactions" or in main tab for users to be able to enter data relating to custom records.