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Hello, I tried the following option as well. When i go to CRM List this is the options i have. I tried partner category role and created the following 'AP Management'. When i go on the customer record relationship sbutab and click the dropdown under 'Roles' i see the following and not AP Management. and same thing when I…
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Hello, Thanks for the help, much appreciated! What if I'm trying to create a new role? The example provided works when I have existing roles. Thanks!
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Hello, After troubleshooting on the PO I see we ordered 2 units received 1 and billed 2 back on 4/15/22 & 4/29/22. The IF for this shows 1 received and its in a closing period. Not to sure how to go on about this....