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Re: Assembly Work Order data from Sales Order
Sure. On a high level: Create a Custom non-stored field on the WO header that would populate the Lot # value (e.g., via Saved Search or field sourcing) Create a scheduled Workflow that runs every 30 …1 -
Re: Accounts List - Can't Just Type Characters Anymore?
Hey @bpaulette, I suspect the General Preferences for "Maximum Entries for Dropdowns" were updated by Admins, affecting all employees. Your controller can override it by changing account pr…2 -
Re: Add multiple Expense Categories for a single Expense Code in AMEX Format Profile
Hey @Sivasubramaniam, Each Expense Category is mapped to a GL Account. You can't assign multiple Expense Categories to an Expense Code, as it would mean a single expense (e.g., $100 Restaurant c…2 -
Re: How to automatically reassign tasks when sales rep field is changed on quotes/sales orders?
Hey @User_2Z9EN, You can achieve this via Scheduled Workflow and a custom "Sales Rep" field on the Task record: Create a custom "Sales Rep" field on the Task that will show the cu…1 -
Re: PO Creator on Bill when Bill multiple POs
Yes, the process update makes sense. This is possible even for a list field; I do this regularly. If you want to update a list field value via scheduled workflow, the "source" non-stored fi…1