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Re: bounced back payment
Hey @User_4BBKV, The voiding and updating of the Bank Rec is the cleanest option and shouldn't take too much extra time. Any other method will involve more work and won't be as clean. The b…1 -
Re: Sales Rep Forecasts | Transactions & Filtration | Export
Quotes fall under Quotes Sales Orders and RMAs fall under Unbilled Orders Invoices and Credit Memos fall under Actuals.1 -
Re: Sales Rep Forecasts | Transactions & Filtration | Export
Sure. Quotes with the following statuses are included Open Sales Orders with the following statuses are included Partially Fulfilled Pending Billing Pending Billing / Partially Fulfilled Pending Fulf…1 -
Re: Sales Rep Forecasts | Transactions & Filtration | Export
While I was at NetSuite, I had multiple customers with Incentive Comp module and remember building such Saved Searches. The key is to have the Commissionable Item included in those transactions, so y…1 -
Re: Sales Rep Limited View on Customer Records They Don't Own
Thanks for the additional details. I confirmed that the "Before Record Load" trigger doesn't work. Can you open a support case and ask them to investigate? If you change the trigger to…1