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Auto populate specific data from Case details field to Customer Details field
In Cases >I have a custom field under the "Case Details" section called "BillableCustomer". The user can select either "Yes" or "No" in that field (marked with red arrow in screenshot). I would like...
View ArticleBilling Customer Retention
I have successfully set up the Retention on projects and have issued invoices that have retention. Everything posts properly and is billed properly to the Customer. My question is I want to invoice...
View ArticleTable methods calling in D365FO
Dear All,Can you please let me know as i saw in Table methods likeValidating write, Validated write,Inserting , InsertedModifying field, Modified field etc...Kindly let me know what is he difference...
View ArticleI had a Type in my Field Name. Can I run a process to update a new field?
I had a typo in my field name, I was able to update the label but when the users goes to the Advanced Find the field name with the typo is displayed. I created a new field and trying to get a rule in...
View ArticleHow to call workflow from javascript
Hi I have a requirement, i need to call a workflow from java script. Can someone suggest me the steps that i should follow to get the requirement done.Thanks in advance.
View ArticleConnection Dynamics in Rest Api
Hello!I need to create connection via CRM API 365 On Line, I'm using Postman, connection rest, can someone help me?Tanks.
View ArticleGreat Plains Deprecation Reports-ledgers
Hello,Is it possible to pull multiple Depreciation Reports (depreciation ledger by class) for our different locations using a macro?Currently I have to do this manually for 25+ locations.Thank you,Pedro
View ArticleIf we mistakenly deleted Knowledge Base page from the portal, how to I get it...
If we mistakenly deleted Knowledge Base page from the portal, how to I get it back and link to the correct location? Because right now, its going to Page Not Found.
View ArticleCustom data entity not returning any results in ODATA endpoint
I needed to create a duplicate of the UnitOfMeasureConversionEntity because the one OOB is set to not be public. The new entity is intended to be only readonly and accessible through ODATA...
View ArticleItem requirements consumption and cost to project AX 2012 R3
I can't seem to get purchased items to stay reserved after product receiving.I am loading the items on the wbs, then transferring to items requirements, then using mrp to firm up purchase order, then...
View ArticleAdd data source to extended query
Hello, I extended a query object and want to add a data source to it. When I right click data sources, I'm unable to do so. What is the best approach for extending and adding on to a query?
View ArticleDrop Shipping items from a KIT or BOM
Dear Community,We are struggling trying to find a way to drop ship items from inside a BOM or KIT. We have two situations at the moment, we drop ship at time of order to the customer and drop ship at...
View ArticleSame voucher number on 2 journal
I have 2 person entering general journal lines at the same time. some time the same voucher number is in the 2 journals.So i get this error when i try to post,Voucher xxxxxx is already used as of date...
View ArticleWeb Client Issue
Dear All,I have configured GP Web Client which I can log in successfully. My client have a public IP that points to the IP of the server where Web Client is configured. This public IP has a port 5080...
View ArticleHow to Receive a Purchase Order from One Supplier and Post an Invoice for...
Product is ordered from and received from the Manufacturer (vendor 1), received into inventory, using a Purchase Order, but another Vendor (vendor 2) actually Invoices for it. How to receive the...
View ArticleField with Yes or No
Hello,I would like to create a new field . e.g. 'Remount' ( Y/N) . If 'Y' allow entry of 'Date' and ' Manufacturer'. RemountYes/NoDate:_______Manufacturer: ___________How do I do this?Thanks.
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Can I set up Over/Under delivery % to populate into the PO if I use category...
Hi All, The procurement and sourcing parameter has been set up to accept over and under delivery (screenshot 1). When I place a PO using category, at the Line detail, the Delivery tab is not populated...
View ArticleSales order processing item inquiry windows - sort order
Hi,I am on Screen Inquiry >> Sales >> Sales Item. The name on the screen is "Sales order processing item inquiry windows" .Is there a way to sort data for history records by "Document Date"...
View ArticleRestore and load column width of each column in a datagridview
Hi, I want to store the column width of each columns in a data grid view vb. Net. And retain the manually adjusted column width on load of the screen.And this grid is used by multiple users, so we may...
View ArticleMove "WORK" to "HIST"
How do I move a check that has been applied from "WORK" status to "HIST"? Thanks/
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