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Custom Transaction Body > List/Record > Contacts - Filter to ALL contacts associated with Entity
Hi, Is there a way natively to show ALL related Contacts (Contacts that are linked directly to the company via the Company field and via the Relationships tab) based on the Entity chosen? I need the custom filed to include contacts that have the Entity attached to the Contact record in the Contact Record > Relationships…
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cart.setTransactionBodyField: Cannot read properties of undefined error
I have a script that sets necessary transaction body fields during the checkout process that seems to have stopped working. The relevant field is applied to sales, displayed in website, has its value stored, is a checkbox, and its default access level is edit. However, when cart.setTransactionBodyField is called, I am told…
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Behavior of Transaction Body Fields on Saved Search Automated Email
We have two nearly identical Transaction Body Fields - one is called Internal Notes and the other is called External Notes. I have a saved search set to send an automated email to the sales team whenever the External Notes field content is changed. It works perfectly. I had a user ask for a similar saved search, only they…
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Create Transaction Body Fields on Budget
Hi, All. Hopefully all in good health. Is it possible to add Transaction Body Fields to the Budget form? Our client needs initial budget data before budget changes are made in one year so we intend to save the initial budget data in a custom field and add this data to the Budget vs Actual Report. If this is not possible,…
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How to enable the entity field to allow me to select all types: vendor, customer and employee?
Hi Gurus, I have created a "Custom Transaction" with type "Purchase". The "Entity Field" allows the user to select any vendor only, but our business scenario requires the "Entity Field" to allow the user to select any entity type like vendor, customer or employee. How to enable that? Your kind help is highly appreciated.…
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Transaction Body field to filter employees that has a specific permission only
Hello, just wanted to ask if it is possible to filter employees on a custom field to show only the permissions or roles assigned to them? Since if this is possible, i will use this custom field on a approval workflow. Thanks a lot!
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Add a column at Bill Purchase Order to show Received amount
Hi there, I like to add a column in Bill Purchase Order page to show Received Qty total amount. (i.e. Bill amount). See the image. https://i.srsworks.com/i/F2yU May I know how can I do that? Thanks in advance. Regards, kf
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Customer Class
Hello, Does anyone know if it's possible for the assigned customer class in the customer profile to automatically come up on to the sales order without having to manually select it each time we create a new one? Thanks, Liz Madrid
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Check number field appears as hashes
Dear all, I have a custom field which contains the check number, in saved searches it appears as hashes because it is a 14 digit check number like this ##############, if the check is 8 digits it appears normally. I appreciate your kind input to solve this problem. Regards,
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PO total the quantity
Hi, The PO entry doesn’t total the quantity on screen. Is that total quantity something that can be added? Thanks Asher