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Recent Posts

Custom Transaction in Employee Center
Hi, I want to make a custom transaction in employee center and transfer the data to a transaction (i.e. Opportunity and Estimate) in classic center. Is there a way to make this happen? Because the employee center doesn't have the transaction permission.
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.…
How to Display Custom Transaction Record In Showing in Sales Reports
So we have a custom transaction record type. One of the GL impact is Sales account (Income) . But if we view our Sales Reports, all balances from the custom records do not appear in the report making it extremely inaccurate and not tally with the P/L report. Please help how to include it in Sales reports.
How does field "Availability to close sales order" from custom transaction type work?
Hi team, I'm testing custom transactions with transaction style "SALES". What does the field "Availability to close sales order" mean? How can I transform sales order to custom sales transaction, to close sales order?

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