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Re: How to create a Saved Search that will show Cost of Goods Sold per Sales Order?
Do your vendor bill amounts differ from your PO amounts, or are they consistent? If the rates and amounts are the same, if you use "PO Rate" for your cost estimate type it should be accurat…1 -
Re: How to create a Saved Search that will show Cost of Goods Sold per Sales Order?
For dropship/special order, if you wanted to get the actual amount from the bill, you could potentially build the search on the PO instead. If your bill differs from your PO and your invoice differs …1 -
Re: What highlight condition to use that have an email associated with the record?
You may need to do a summary search, grouped on either name or internal ID, and use a summary highlighting condition of Count of Email: Internal ID is greater than 01 -
Re: How to add a new task to the New Bar Dropdown?
Each individual user should be able to customize their new bar to add record types and/or transaction types they have access to. I don't believe inventory transfer is available to add, though. I…2 -
Re: How to use formula on Transaction Item Option > Charge?
What you are describing sounds a lot like CPQ. If the goal is to select a set of item options for a configurable item and output a price, it can actually get pretty complex to do with a custom soluti…3
