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Address Fields vs Address Book Fields in a customer search
I am trying to export customer addresses for cleanup because someone loaded zip codes and dropped all the leading zeros during the import. In trying to write the saved search I am finding more address lines than what appear in the customer record. I am seeing 2 results for each address that is displayed. They have…
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Address Select on Sales Order
We have a few customers with 100+ shipping addresses. When entering a sales order, the "Ship-To Select" dropdown is making it very difficult to find the proper address. Is there a way we can make this field searchable? Even trying to type the proper address label, you cannot see what was typed… Open to any suggestions…
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Ship To Address not Autopopulating on Purchase Orders
I installed the Available to Build suiteapp recently and something has changed with my custom purchase order forms. When I go to create a new purchase order the Ship To section of the purchase order is either blank or populates with the vendor's shipping address. My only work around at the moment is to copy an old purchase…
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Copy Existing Quote to New Quote Form
Hello, We are in the process of cleaning up our open quotes. We have quotes in NS using an old quote form as well as an updated new form. The old form below has one field for the project location/address. The new form below has many fields to break out the address. So now we have quotes with the address in one field and…
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Changes to Invoice Shipping/Billing Address for locked periods
Initially I assumed that altering the address wouldn't affect the GL, allowing us to proceed with changing the address accordingly. However, upon attempting to do so, I discovered that updating the address for a closed period was not possible, even with the "Allow non-GL changes" feature enabled. Do I need to reopen the…
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External ID on an address records?
Your records browser says there is an externalid field on the address record? I tried setting the fieldvalue on address record create but no luck. I don't seem to be able to find it anywhere on record load either. I presume it does not exist or is not exposed? Can this be fixed?
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Did you know? Replacing entity address records..
Did you know? When importing address records to entities, a common mistake is to add more addresses to the entity, instead of replacing the addresses present. During implementations, I have seen consultants end up with 10-15 addresses per customer, when each customer has a single billing & Shipping address. I have seen end…
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How to remove the Residential Address column?
Is there any way to remove the Residential Address column on the customer address? All our customers are businesses, and there will never be a need to check the box. Thank you
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Default ship from address in Purchase order retrieving the default billing address
Hi, I want to ask about the default addresses in purchase order. The ship to is added as our address which is correct The billing address retrieve the default billing address in vendor record which is logical, but actually it is used also as ship from address. The issue occured when the default billing address is different…
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How to Setup States/Province/County?
Under Company Setup, we can add the states in the country that we are in. I have already set those up. However, I want to also setup the provinces/counties for the state. The menu calls for Setup > Company > States/Provinces/Counties, but after creating the state that is the only thing I can do. Editing the states does not…