Currently there are no Class, Department, and Location to Entity Records. A possible alternate solution is to assign a Custom Segment to the Entity and source to new transactions. Solution 1. Navigate to Lists > Relationships > Customers 2. Customer line: Click Edit 3. Hover over Customize 4. Click New Field 4. Label: Enter Label 5. Type: Select List/Record 6. List/Record: Select Department (or Class/Location) 7. Store Value:Enter Checkmark 8. Click Applies To 9. Enter Checkmark for Entity records where the… Continue reading Assign Class Department Location fields to Customer and Other Entity Records
Tag: Entity Records
Allocating Subsidiaries and Currencies
Jira Code: TRS:575 We can allocate all the subsidiaries and currencies to a customer or vendor after get created. This will ensure that all the active subsidiaries (children) and currency will allocate to all of the customers and vendors.This is achieved using a User Event script which will trigger after the record creation. Basically the… Continue reading Allocating Subsidiaries and Currencies