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New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
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Re: Rules For PO Template
Greetings @Matan Shachaf, The PO Template is assigned on the Form Level of the record. To use 3 different templates, also create 3 Custom Forms that correspond to each template. If you use Advanced T…1 -
Re: Work order indicator on Item Fulfilment
Greetings @Dirk Nieuwkamp, A way to approach this is to also apply the Custom Field on Sale Item then have a Workflow copy the value of the Create WO field to the custom field upon saving the Sales O…1 -
Re: Budget Custom Segment using Employee List
@Jeff Pineda, I just remembered that there was a similar thread with the same requirement that was posted here in the community. Here is the workaround stated by the author of that thread: Note: Clic…1 -
Re: Source Contact List from Parent Record on Custom CRM Field
Greetings @Dirk Nieuwkamp, In Projects, you can readily apply the list filter suggested in SuiteAnswers Article 46547 because the Customer field (ID: parent) on which the filter is based, is already …1 -
Re: Display Sales Reps/Sales Team on Item Fulfillment
Greetings @User_SDDLJ, You can use Custom Field Sourcing to display the Sales Rep from the Sales Order on the Item Fulfillment. See screenshots below for a sample Custom Field setup: Related SuiteAns…1
