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Re: Is there an easy way to replace the sales rep on an opportunity with a new sales rep?
Hi @Mark Halsey, You can do that via Sales Force Automation Mass Update:1 -
Re: How to create Sales Order Saved Search with all related invoices?
Hi @User_NG5TG, Yes, there are a few ways to do that. Here is one reference search you can use:1 -
Re: Percent Complete Project Revenue, and how to correct period and %completione
No worries, @Santi B. - I am here to help the community! Thanks for the additional information. I sense there is some confusion about the "Percent Complete" functionality. Let me summarize …3 -
Re: What is the correct role permission to edit inventory transfers
Hi @User_25Q8W, It seems you have the correct "Transfer Order" = "Edit/Full" permission on the custom role. Can you check if the Transfer Order that you can't edit has a GL i…1 -
Re: What is the correct role permission to edit inventory transfers
There is a custom permission that allows editing GL impacting transactions that are "locked". It is under Custom Role -> Setup -> Override Period Restrictions. You could edit that Tra…1