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Re: How to resolve Bill Credit in Closed Period that is unable to apply?
Hi @User_5MUAE Thank for that info. If you have config that prevents it then I would check what it is and then start from there as to how you can workaround. I've had this situation with Israeli…1 -
Re: How to create a search with Entity Status count?
Hi @User_NG5TG I am assuming your status is being tracked in the system notes so we will try to use that. Open an Opportunity saved search. Add a search title as needed. Go to Criteria> Standard s…1 -
Re: how to add Related Records subtab to a custom Vendor form
Create Transaction Saved Search 1. Navigate to Lists > Search > Saved Searches > New 2. Click Transaction 3. Search Title: Enter Title Eg: Custom Related Records 4. Available as Sublist View…3 -
Re: how to add Related Records subtab to a custom Vendor form
Hi @User_75YL8 The vendor form typically doesn't have the Related Records tab. Related transactions can be viewed by following: Financial subtab> Transactions subtab. Optionally, you can crea…2 -
Re: What are the Transaction Types that impact AR and AP?
Hi @User_C6XDE I'm not sure of an exact resource for your needs. I wonder if this article is close enough to achieve your objective. There are links to each GL impact for separate record types. …1
