My Stuff
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Re: document vs transaction number - bill payment
Because Bill Payments don't have auto-generated Document Numbers, you can't natively add a prefix similar to, say, a Customer Invoice Document Number. For Bill Payments, you can do that via…3 -
Re: document vs transaction number - bill payment
Hi @CRATIV_Jason, That's a valid question. "Document Number" typically acts as a reference number. For transactions like Journal Entries, we turn "auto-numbering" on, so NetS…3 -
Re: Is there a way to hide the entityid field on contact record entry forms
Hey @SWSearcy, You should be able to do that via Workflow and using "Before Record Load" + "Set Field Display Type" = "Hidden"2 -
Re: a workflow to Warn or Force users to populate the Order Cancelation Memo drop-down field when they c
Hey @Martha Hakes, No, you need a script for that. The script will trigger on the native button press, open a pop-up to enter the mandatory information, and update the Sales Order on "Submit&quo…1 -
Re: Sales order field on RMA
I assume you are using a "Free Text" field type. Try selecting "List → Transaction" and see if that works.1