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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 -
Re: How do we pick & ship the SO from our warehouse regardless of the status of the drop ship PO?
That's the most viable option. There are guides on how to customize the SCM Mobile app. I did it for the MFG Mobile a few times, which was tricky as the guides weren't detailed enough. Afte…1