Hi @Alex Joves -Oracle Thank you for your time and effort. I tested the solution as per your suggestion, but unfortunately, it did not work for me. Upon further investigation, I realized that the workflow was set to trigger on the “After Field Edit” event of the customer field. However, when a transaction is created…

Hi @ Alex Joves -Oracle, Please find the attached screenshots. I would like the "To Be E-mailed" email field to be populated from a custom email field on the customer record. This works as expected when I create a Quote, Sales Order, or Invoice using the standard navigation: Transactions → Sales → Prepare Quotes / Enter…

Hi @ k_dunc, You can disallow individual overrides of company preferences on the Overriding Preferences subtab of Setup > Company > General Preferences. To prohibit individual overrides of company preferences: Go to Setup > Company > General Preferences. On the Overriding Preferences subtab, clear the Allow Override box…

Hi @ Akhil_k_t, Thank you for your response. In the meantime, I found a helpful SuiteAnswer (1015148) and was able to resolve the issue.

HI @ Ivan Babiichuk When we source a field, the value is populated dynamically. In the definition of Sourcing&Filtering, we uncheck the "Store Value" checkbox for the field. If you need to store a value in that field, a workflow or script is required.

B. Update Asset Records

Hi @Kingspur Please use "Main Line Name" from the Applying Transaction instead of "Name."

Hi @Ivan Babiichuk As it is not available in the transaction search columns, it will not be accessible in a search. Instead, you can create a custom field, source the value to that field, and the custom field will be available in the saved search. Please refer Suite Answer ID: 105482 Thanks!

Hi @Ayitah Tallada-Oracle If accounts are merged, inactivated, or deleted, what will be the impact on prior reconciliations? Thank You!

Hi @Gavrah Rabba As mentioned in the above comment, there are no default native options for this, such as Service or Non-Inventory Items. However, if you have clearly defined Sales and Purchase departments handling sales and purchases separately, you can assign a Discount Item specifically for the Purchase Department and…