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Re: Closing (losing) an opportunity
Hey @Ben Belzer, The best practice is to select the "Closed - Lost" status on the Opportunity Record.2 -
Re: About Bill of Materials Inquiry and Component Where Used Inquiry
Hey @User_JII5B, When you click "Customize" on the "Bill of Materials Inquiry" and "Component Where Used Inquiry" pages, you can select custom fields created on the Item…2 -
Re: I need to un apply Journal from Customer Invoice
Via Customization -> Scripting -> Scripted Records -> Journal Entry -> View1 -
Re: Preferred Vendor not returned in a saved search after Duplicate Resolution
I am glad you made it work, Paul! I meant any "Description" field, such as Sales/Purchase/Stock. Every Item record has a text field that can be updated via CSV.1 -
Re: Preferred Vendor not returned in a saved search after Duplicate Resolution
Hey Paul, Yes - you can update any text field on the Item record, such as "Description". For example, you can export the descriptions and re-import them without modification. Or, you can cr…1