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Re: How to update No Charge Cash Sale from Not Deposited to Deposited?
Hi @Marie4455, Cash Sale account can be edited under Accounting tab > Account section of the Cash Sale record for the Standard Cash Sales Form. If the Undeposited Funds box is marked, the Cash Sal…1 -
Re: Saved search for transactions in draft state
Hi @User_T6EIK, Using the suggested Criteria will return all records with Pending Approval status without the set Next Approver even if the records are not processed under SuiteApprovals. Records in …1 -
Re: How to change the default Department and Class on Sales Order?
Hi @dle_35705, You can check the Employee record of the user related to its roles restrictions. You may refer to the following articles: 1016036 Remove Default Department on Transactions 46240 Depart…1 -
Re: How to customize Payment Saved Search to add Sales Rep from Invoice?
Hi @Chad C, The Sales Rep field from the Invoices can be sourced via Applied To Transaction : Sales Rep field. However, to be able to return this data, Main Line should be set to False. If you find t…2
