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Re: Add Custom segment to header level of Allocation Schedule
Hey @User_JJC0O, Natively, a Custom Segment can only be added to Allocation Schedule lines. Did you try to achieve the same Allocation by having the Custom Segment on the Line? You may need to create…1 -
Re: How to remove the Expiration Date field from the Inventory Detail pop-up?
Hey @JonahMc, The SuiteApp adds a record called Lot Number Record. See if you can hide the "Expiration Date" field there and if that would resolve the issue. If this doesn't work, then…2 -
Re: Copy Existing Quote to New Quote Form
Hey @brocha, Can you enable the "Custom Form" field on both forms and confirm that changing the Quote to a new form displays everything correctly? Once confirmed, you can do a CSV update to…1 -
Re: Retrieve the unapplied payment date and applied payment date from an Invoice
Hey @kvidyasreddy, When you say "unapplied payment date, applied payment date", are you referring to the "date the payment was applied" and "date the payment was unapplied&qu…1 -
Re: Retrieve the unapplied payment date and applied payment date from an Invoice
Hey @kvidyasreddy, Invoice and related payments are linked via the "Paying Transaction" join. Here is a Saved Search that shows invoices with related payments, and the date the payment was …1