My Stuff
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Re: Opportunity Saved Search > Sales Order Project Record Field
Hey @User_K51C7, The native "Job" field on the Sales Order record isn't accessible from Opportunity Saved Searches. You have a few workarounds: Create a Saved Search for Sales Order an…2 -
Re: Journal Entry when yen is converted to dollars
Will Subsidiary A process the exchange, get the funds, and then transfer them to Subsidiary B? If it is a transfer+exchange between subsidiaries, then you might be able to do this via Advanced Interc…1 -
Re: HOW TO COMPUTE FOR THE PERCENTAGE IN SAVED SEARCH
You have to break up the formula and get all the pieces in separate columns. Once you confirm they are accurate, you can combine them to the main formula. Again, not knowing your system configuration…1 -
Re: Maximum number of open periods
Yes, you can do that. Click on the Checklist Icon for the period you are trying to open Click on the Arrow icon on the last row of the "Go To Task" column Enter "Justification" an…1 -
Re: Vendor used in both subsidiaries requires changing primary bank
You can only do that via Script, as Electronic Payments doesn't have the functionality to change the bank based on the transaction subsidiary.1