My Stuff
Community Articles: What Topic Should We Cover Next? Your idea could be our next feature—drop your suggestion now and spark the next big discussion!
-
Re: P&L report access restricted to a location for a custom role
Hey @Pallavi1903, You can do that by creating a custom P&L report filtered to the required Location. You can keep the filter hidden so the selected location can't be changed. Share this P&am…1 -
Re: Financial Account Mapping
Hey @User_UEJ7U The automated selection of the Departments and Classes on transactions can be done via script/customization. The "depending on which department instigated the transaction" i…2 -
Re: Bill Capture not enabled in production after update release
Hey @User_Z8WX0 Do you know if you requested a Release Preview account to test if everything worked correctly before the 24.1 upgrade? To troubleshoot the issue, you can: Go to Setup → Company → View…1 -
Re: Duplicate Resolution - Parent/Child
Hey @Ben Belzer, You can create a Scheduled Mass Update for the required customers to auto-mark their duplicates as "Not a Duplicate":1 -
Re: Fixing Incorrect Customer on Invoice
Hey @jmack_admin, You have two options: Credit the Invoice, then delete the Item Fulfillment and close the Sales Order. Once done, create a new Sales Order with the correct customer. Delete the invoi…1