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Re: Custom field derived from saved search - available in another saved search?
Unfortunately you need a second Custom Field (with Store data=Yes) and then use either a workflow or script to populate that field from the one derived via a search. A field derived from a search IS …1 -
Re: Convert Inventory Item to Matrix Item
Yes I have. We created a custom field "Converted to Matrix" and then we used a script to move the inventory. I used CSV import to do open sales orders and PO's. I also created a custom…1 -
Re: Convert Inventory Item to Matrix Item
Unfortunately you cannot convert an existing normal Inventory item to a Matrix Child Item. You will need to: 1) Rename the old 2) Recreate them as Matrix items 3) Move any inventory with value to the…1 -
Re: Update Cost Estimate Type on Transactions
Martha, You can definitely do this BUT... The Cost Estimate Type is really only used to Estimate the profitability of sales orders/invoices/cash sales. Because average cost is (usually) a more accura…4 -
Re: Pricing Search - Filter by Customer
Here is what we do for a Custom Subtab on the Customer record. It is a Customer Search that can also be run independantly Criteria: Results: Filter: (Note it uses "Starts With" so key in th…3
