User_ZCWF3 Gold Medal

Hi @Michelle Jabanes-Oracle - an admin created the record. But it is the same result for all users. All users (admin and non-admin) can see all the system notes. For example, the permissions as listed above for the custom role is assigned to one department. The whole company can see all the system notes.

Hi @Michelle Jabanes-Oracle - the employee was logged in and I could see all the system notes. Here are the custom role's list permissions: Here are the employee's global permissions: Thanks for your help!

@Michelle Jabanes-Oracle - thank you so much! They had Track Messages set to View in their Global Permissions.

@Michelle Jabanes-Oracle - I do have it set to full…

@Michelle Jabanes-Oracle - I don't see the REMOVE option in your picture.

@Michelle Jabanes-Oracle - thanks for the reply. I did as advised and have the same result. Perhaps I'm asking for the wrong thing. I would like the REMOVE column as indicated below:

@Amanda Edwards - I did log out and back in and I'm still not seeing that column 😕

Hi @Able Wilson - the Supply Allocation feature is enabled. @Niks Blando-Oracle - I don't have either of the options you suggest.

would this work: CASE WHEN {item.type} = ‘discountitem’ THEN {amount}-{discountamount} ELSE {amount} END

Ok - so it skips your first Sort By: Order Priority since you don't use it. Then it's allocating by Expected Ship Date. Are the parts getting allocated to the soonest Expected Ship Date, then the next, then the next?

Curious if you gave your orders a priority and what you show the expected ship dates as being.

We ran into that issue as well and now do the following on our Inbound Shipments: Warehouse checks a box when the shipment is received. This alerts our purchasing department who must make sure all the landed costs of the shipment are entered They check a box and that alerts the warehouse they can start creating item…

Maybe set it up in a KPI or custom KPI Scorecard:

Maybe this:

Hi @Niks Blando-Oracle , I was able to figure it out. We have Default Shipping Carriers setup. Thanks

@Kedalene - for us, the expected ship date on the sales order matches the PO's expected receipt date.

@User_2LD8N - from my experience, if the field gets populated on the Item Fulfillment record, it doesn't automatically get updated on the Sales Record or Invoice Record. If the field gets populated on the Sales Record, it should carry over to records created from it (Item Fulfillment, Invoice). I created a script for me to…

I did see the suggestion, but I require the field.

Here are the screenshots:

This works for me: <p>Dear ${transaction.entity},</p> <p>Thank you for the order. </p> <table class="itemtable" style="border-collapse: collapse; width: 100%; height: 44.7812px;" border="1"> <colgroup> <col style="width: 33.3333%;" /> <col style="width: 33.3333%;" /> <col style="width: 33.3333%;" /> </colgroup> <tbody> <tr…

Can you send the source code?

Have you tried: ${item.description}

Hi @Angelica Mae Segador-Oracle , I have gone through every field and tab of the form. The Payment Method field is not on any of them. As there are numerous tabs and custom fields on the form, what is it that your are looking for specifically that will help you if you see it in a screenshot?

Hi @Jervin Nicholas Teopengco-Oracle Execute As Admin did not work. We are still running into issues where lines get unallocated by the system: I did not receive any notification. How do I see what scheduled workflow is causing this? I don't have any workflow history for 3:05pm:

I believe it has to do with the order in which you add the fields…I think you have to join the customer first (could be wrong it's been awhile). Here is how I setup a task that gets auto created when a quote is generated:

@Angela Bayliss - can you tell me what the process ended up being? We are considering turning the enforce credit holds feature on. We have customers who place orders with us on terms. We also have a web store. We want to allow the customer to place orders through our webstore (as the only way they can is if valid cc info…

Hi @Angelica Mae Segador-Oracle , The Select Enter Payment Method Subtab is not on my form. Thanks

Have you tried checking the Include View Record Link box?

LENGTH(REPLACE({custbody14}, '"', '')) - LENGTH(REPLACE(REPLACE({custbody14}, '"', ''), ',', '')) + 1

Not sure how many values you could have…this handles up to 10: