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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: What permissions are required to edit a supplier invoice after it has been approved?
Hi @User_TKXA6 Thanks for sharing the details! To edit a supplier invoice after it’s been approved, the role will need Bills (Edit or Full) and Edit Approved Transactions permission. The second one i…1 -
Re: Inventory Saved Search Help
Hi @Dext3r This is a common bin vs item-level limitation in saved searches. Key point You can’t directly compare SUM(bin quantities) to an item field in normal Criteria. You must use Summary + Formul…1 -
Re: How do I remove these custom item fields that are added by script bundles?
Hello @Dext3r, Just wanted to check out if you were able to check the following comments above and be able to fix your issue. Let me know if something comes up that you need assistance with.🤝1 -
Re: Auto-Populating Subcustomer Shipping Address on Parent Customer Transactions
Greetings @User_F5QAS, Yes, this is possible with a small customization. The Sales Order or Quote should remain under the parent customer for billing purposes, while a custom List/Record field (Custo…1 -
Re: Is a different template used when printing an Outsourced Purchase Order?
Hello @Dext3r, Good day to you! It should be the same. Kindly check the Purchase Order record that was created from the Work Order if it's using the correct Transaction Form "Custom Outsour…1
