What type of form? Entry form or Transaction or a custom record? I assume your trouble is that when you uncheck the "store with record" the old form remains tied to the record?

If its even possible it would be a scripted event. Since contacts can be attached in multiple places i think the system might not be able to handle this

pcutler can you provide any insight here?

This is a pretty simple thing to do but the first time through it can be confusing. The SuiteAnswers article is the right resource here. Drop me a line if you need a hand.

I believe the option to change is a part of basic custom records permissions. You could choose to only allow certain roles to edit or create

Form Customization. Find the Shipping tab on the Form you are working with and drag the field up or down the rows of displayed data. You can make column breaks etc. Read the user guide but sometimes just fiddling with the UI can assist your learning curve for this customization

Just off the top of my head here...doesnt it have to be a part of the default list view? Check the box for Show in List and you will see it pop up. it has to be a default characteristic

Call support. Your only option left

Then you're doing it wrong as i tested it on tasks with zero issue I just confirmed it works on cases.

Sounds like you use the name field as your primary key to tie to your third party channels. Its a bear to keep an eye on these. Could you consider another field to map? Is this intended to tie to third party SKU numbers in a matrix?

What do you mean by linked? Just run a report of your invoice and filter on those results in the desired accounting period. No need for customization to do that. Are you asking about something else?

Price Levels are distinct records in the record browser rather than fields on an item. Its just a join of the item and the price level. Does that help?

isnt base price the default Price level?

The scripts will look for those field ID's so yes if you change them you may cause chaos. Are you the only one working in development of this account?

Perhaps a silly question...The other roles you find cannot access the data...do they have access to the record types the data is found? For instance PO. Are Purchase Orders available to the Role finding an issue with sourcing here?

Hi Brian You sound like you have it figured out. When you mention Form Type format do you mean something like a companion window like GP uses? In essence a floating form in conjunction with the main customer record?

So everyone in the company can see it but if you are a sales rep you can only see your own? What is the character of the information stored? it might help with the solution

Hi Brian Sorry I didn't get back to this earlier. It sounds like you want Pop Up form functionality...does that sound right? The rest of the behavior you describe is already available When you create a custom record and make the customer record type the parent it will behave in the manner you describe a child customer…

I dont think you can use the Report Builder for Custom Record. Only Custom Fields on Existing records. Of course you can build a saved search

Next option. Change permissions. The theory is you get Full Access all others get view. If you remove the Create Permission I think that stops them

Why not stop creating an Inherent Parent Child relationship and just make your custom record present itself as a simple sublist on a customer subtab? That way you get your details without the ability to modify. Is there a reporting hierarchy you need?

Sales Tax is simple. Assign the Master Data (Customer Record) a custom tax code (such as RESELLER) with a zero rate. You could use the default Not Taxable Codes but for something this specific I like to use a custom code. Most users have their defaults still set as Not Taxable so you wouldn't know if you have a correct…

Should be. I have the premium. I'm pretty sure its all the same for this piece. I have tons of customization to the labels and sometimes hiding labels.

http://www.fourthwc.com/ I've been really happy in my encounters with David. fourthwaveconsulting

You should be able to customize the base code to add an If Statement in the code for displaying options. See David Norris http://www.fourthwc.com/ fourthwaveconsulting

Sounds like a simple saved search alert triggered by the context of the order being webstore would do it

the Field is CONTEXT. if you look in system notes you might see some items are created in differing contexts. The UI is you. User Interface. Some might say CSV. You want those created in Web Store

If I were you I would file a support case. They may respond here but you pay for support so you may as well use it. :-)

Perhaps share an example of some of the prefixes that have been used. It might jar a memory for someone (like me)

Whats the context you are trying to do this? You can establish Other Relationships and have a one record represent multiple entity types.