User_DATN1 Red Ribbon

Hi Tigran I like your idea. But in practice, what amount will you include in the Opportunity for say year 1? In the Opportunity where do we put the value of the 3 year contract , say $1.2m and the customer said roughly every year will be about $0.4m. However during year 1, say in Feb26 the customer will ask for the first…

Hi Tigran Option 2 - would this be a user event - instant, rather than having to run every minutes like the scheduled workflow?

Hi all I found the answer. all the sales rep's supervisor was someone else. I have now changed them to the new sales manager and the new sales manager can now see the sales employees.

Hi Tigran Will do. Thank you for your help.

yes, both users : The use classic interface is not checked. I have asked the user who can't see the Payment section in the Menu to save the URL as a shortcut for now. Its really strange she can't see the payment section. yet in her accountant role , she can see the payment menu but has no permission to access or create the…

Hi Tigran The use classic interface is not checked.

Hi Tigran The user able to access the EFT - Bill Payments when she paste the url when logged in the EFT role. The script for this form is EFT Payment Selection SS2 from bundle 533070 This is used to load the EFT payment selection page. I have checked the permissions in the deployment and there is no restriction. as i said…

The user has left the office for the day. We will let you know the outcome of pasting the url on Monday

The attached payment menu above is not displayed and even when we searched for the payment processing ng , we could not find it.

Hi Tigran yes all the employees are under the same subsidiary. All the settings are the same for the 3 users except the other 2 users also have the admin role.

Hi Tigran I just asked my colleague for clarification on this. you are right, the expected close date was copied from the opportunity to estimate when the estimate was first created. However, if the expected closed date was changed on the opportunity record, he would like the change in the expected close date to be updated…

Hi Alex I decided to reinstall drag and drop immediately after i uninstall in step C. Check on the File Drag and Drop Setup: I selected case and folder: Case Maintenance I logged out of the account and check step D - the FILES is already checked I have several custom case form. I tested each custom form. I dragged and…

Hi Alex Thank you for the steps. I think there is a step missing. when do i reinstall the drag and drop bundle?

Hi Tigran thank you for the example - v useful. Pratik, thank you for confirming its a good solution.

Hi Tigran In Sandbox, I am using admin role and just updated the drag and drop bundle to the latest version. The drag and drop is still not displaying on any of the custom form. I also add the case and select the folder to save the files as per your instruction. still no seeing the drag and drop. Hi Angela thank you for…

Hi Tigran After entering Case and clicked on Saved, I received this error message SuiteAnswer 81645: Drag and Drop not Displaying in Custom Form Solution 1. Set the Standard Form to active where the Custom Form was created How do you set the standard form to active?

Hi both thank you for your comments. the team wants to see the email on the case record. this means I will need to set up a workflow. please can you show me how to do this?

Honey, thank you.

If I want to use workflow, please can you help me with the steps to get this header name for the case 29 Bikehangar 1317 - Locking Issue 1Test. Thank you

Angela , thank you.

Hi Dylan The user has to clear their browser cache. For detailed instructions, please refer to SuiteAnswer 83284

Hi Michelle I have logged a support case now. Thank you

Hi Michelle Where do I find this issue? Issue #811321 Thank you

Hi Ivy I have managed to resolve this issue. the system information indicates the value set for the order type came from a map/reduce script but it was not. The order type value was set by one of the workflows attached to the sales order. It took me a couple of hours looking for it. Thank you

As I understand from the team, the PO approval is much faster now. Thank you both for you advice.

Hi Elychelle I have now set set the priority for SAS - Approval Rule evaluation M/R manual trigger to High. Will let you know later if it helps to improve the performance of the PO approval. Thank you

Hi Angela are you talking about clearing browsing history in the web browser like Chrome , Google?

Hi Elychelle Thank you for your advice. Screenshot 1 attached shows the PO that took 10 minutes to auto-approve. It was submitted for approval on 17th July at 4.08pm (UK GMT time) and it was auto-approved at 4.18. Screenshot 2 attached shows the details of the activity of the PO - what I don't understand why the time is…

Hi Dinesh I do not know where to start with script. Please can you advise? Is it possible to write a saved search to pick the item rate from the latest PO and links the custom field to the saved search. Thank you

Hi Dinesh To auto- populate the custom field with the rate of the item based on the latest PO created, regardless of the status of PO ie to pick the rate from the PO with max(trandate). i don't think it will be stored in the custom field as its real time. Every time a new PO is created, the custom field will be…