My Stuff
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Re: SAVED SEARCHES - EWT to be shown in the result tab (customization)
Hi @BWM- Shem Follow the guidance on SuiteAnswer ID 97021. This article refers to an item field so just adapt it to your record type. Hope this helps.1 -
Re: Reports in Reminders on Dashboard show zero results, but have results.
Hi Have you tried to refresh the reminders portlet? This is done via the circular arrow that appears when you hover your cursor over the portlet. If that has already been tried you may want to remove…1 -
Re: Create Revenue Plans on Fulfillment or Invoice
Hi @srussell In your scenario revenue plans will only be created on fulfilment. You would need the ‘create on billing’ to create plans on invoicing.1 -
Re: Transaction report including related communication and activities
HI @User_1I8SP I would advise using a saved search to attain the information you need. You need saved search type = Transaction. Add criteria: Type = Sales Order Add Results fields from 'Activit…2 -
Re: Integration: Customer Credit Limit Warning Does Not Appear
Hi@Varonis inc. Thanks for confirming the test results. In which case I think you may want to review your business process. I don’t know what you normally do with the warning e.g a manual approval fo…1
