My Stuff
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
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Re: Enabling Custom Segments in Quota Form
Hi @"bobonorov", The ability to include custom segments on Quota is still logged as an enhancement (Enhancement 182053 - Transaction > Forecast/Quota > Establish Quota > Ability to…1 -
Re: Inco terms is blank on transfer order
It may have been deleted or the account did not come with these incoterms by default. You may check Incoterm list by navigating to Setup > Accounting > Accounting Lists and mark Show Inactives …1 -
Advanced PDF/HTML Template Tip: Adding Hyperlinks to PDF
A hyperlink can be added on any Advanced PDF/HTML Template using the syntax below. Below is a sample application and the result on the PDF. @"Pauline Joy Cac-Oracle"1 -
Re: Workflow "From Field" Desired Field Not In DropDown
I agree with Justin's explanation. The selection on From Field > Field is the source of value the Set Field Value workflow action will be setting Item Process Group to. You should use this if…1 -
Re: Workflow "Populate info" button
Hi @VirtusX, Here's the workflow setup on my end if you'd like to add the button on view or edit mode: On the sample Sales Order below, the Class (Main) is set to Items while the Class (Lin…2
