Just would like to provide an update, that this seems to have been fixed now. Yay!

Thank you for following up on it. If you guys can look into further, I'd really appreciate it. And it's not just attaching the files, even when you do the CSV import, I used to be able to drag and the file will be attached, and now I have to manually select the file.

As shown on the screenshot, which was also provided on the previous thread, no change was made.

Well, then it goes back to my question, why was Jan rate used on JE47597 instead?

Here's the screenshot for system notes. There doesn't seem to be workflow in place. If I create an entry now, as of 12/31/2021, it's automatically using the right Dec rate of 1.27928. So the person, when he was creating the Dec entry on 1/12, the system should auto populate the Dec rate as well, correct?

Yes, that makes much more sense. I've tested on my end, and that is the reason. Awesome, and thank you for solving the mystery.

Please note, that I'm the owner of this search "Project in Process". And you are saying I need to enable Allow Audience to Edit for the Purchasing & Inventory role edit the search. On a different Discussion, you mentioned the owner can always edit and save the saved search. These two are contradicting each other. Maybe…

This is a great question. As a new admin of this organization with almost 900 saved searches, I'm faced with the same situation. Especially this part "Is there anyway to track saved search usage? As we grow, we have created numerous searches. Many are no longer in use and could be cleaned up." I wonder if any Guru can…

Question: if we don't have this box checked " check the Allow Audience To Edit field in the saved search.", is it possible that the owner of the search, cannot edit and resave the search, but only Save As? This doesn't make sense, as the owner should always be able to edit their own search, regardless, isn't?

But before, at least up until last month, it's always been working. Is there a recent change?

HI @Tiru Chembeti, where I used to work, I've seen The Currency Exchange Rate Integration feature, which automatically updates currency exchange rates by the provider. At this company, it seems it's manually updated once a month via CSV import. However some users may update it accidentally during the month using a system…

Bingo! I checked and there's a workflow in place. When the PO is closed, only a group of people have the edit button, for others, the workflow purposefully hides the Edit button, which is fine. Now we have the answer, and thank you so much for your help!

I see, but I think the tradition at this company is they'd rather assign people different roles, and have people share the roles, than create brand new role just for one individual.

Makes sense. Thank you for confirming!

I understand. I think because these are not the standard workflows. If a fulfillment is created from the sales order, on the sales order, it does reference the fulfillment transaction in the Related Records. But for custom workflows, I guess it needs more complicated scripts to make that happen. Is this correct?

I see what you are saying. One further question, we are able to have the SO# shown on the check transaction. Is it possible to have the check transaction ID, show on the sales order transactions, after the check is created? Thank you!

Thank you Michelle for confirming this part "Another thing I'd like to confirm is by setting Location own and subordinates only on the Restriction tab, that means the user is only able to access the location that matches their employee record. Is that correct?" So back to the best practice, is this the approach you'd…

any update on this please? Thank you!

Ok, this is helpful. I'm able to produce the same result on my end. One further question, ideally the Related Transaction shows the sales order, and if you click on it, it takes you to the transaction. Is it possible to achieve that by setting the Transaction Body Field type List/Record and what should I change on State 2…

The dilemma is everyone else using that role are only supposed to access US subsidiary, and Jessi is an exception. And that's why I think we have to have another role for Jessi to access India. Another thing I'd like to confirm is by setting Location own and subordinates only on the Restriction tab, that means the user is…

FL Accountant (Controller) US Only - by location. This role is shared by multiple users in the US (and some users need to see all location for the US subsidiary). So I thought we should create a separate role to have access to India subsidiary.

Any update on this? Thanks,

Here's the sales order in sandbox 26635. Check 21522 is created from the sales order. There's a related transaction field on the check record, that I hope to source the sales order, 26635. Workflow - check button on SO. Let me know if any additional information you need. Thanks,

I am using an Administrator role; is it possible that I still do not have a full permission for the Customer record? Thanks,

Sorry for the late reply, just tested on my end. Just wondering why I'm not able to find Status from the Source From. Is there any other field affecting the Source From list? Thanks,

I've tested on my end, it works, thank you so much!!!!