Good day everyone We have a case where we went live with Revenue Recognition. A sales order that was done before we went live with Rev Rec. A credit line was added to the sales order after we went live with Rev Rec. A schedule was not apply to the order and it seems to "stuck" for lack of a...
Good day all, Has anyone ever ran into an issue where retail orders derived from your website automatically sets the requested delivery date to +7 from your created date? If I create them through the call center the dates match the created date. #FinanceandOperations #Retail -- Kamar...
It doesn't look like this is currently possible - there is an idea in the forum you can vote for though, there seem to be other people that would like this functionality: https://experience.dynamics.com/ideas/idea/?ideaid=fc29dbe8-9cb2-e711-80c0-00155d7cd0b4 -- Kerstin Newman Business Analyst...
Good morning all, Does anyone know of a way for a manager to see all expenses for only his employees whether already approved or not? #FinanceandOperations -- Kamar Wilks BlueCrest Inc Danbury --
Thank you, Mara It worked!!! -- Kamar Wilks BlueCrest Inc Danbury --
Hi Kamar, The interest needs to be edited when it is created not reviewed... If you go into Create Interest note you will see on the right side you can toggle the field. Please note this does not stay this way and needs to be done each time you processed interest notes. Hope this helps --...
Good day everyone Does anyone know how I can toggle the interest per transaction switch to No in the second screenshot below? Our Collections teams would like the ability to do so when posting interest notes but I am not sure why it is greyed out even for an admin. Then Thanks ...