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Categories Access Dimensions
Created by Guest
Created on Nov 29, 2024

Add fields to the dimensions sales ledger creation screen

In dimensions, there are many fields that can't be set by the sales ledger creation screen, such as Contact information for the sales ledger, Sort Key data (Customer group, region, shop type), notes and any custom fields that the user has set. We should allow for users to enter details for these fields on the creation screen.

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  • Guest
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    Jan 2, 2025

    It would also be nice to let the users select the sales representative and payment terms when creating the sales ledger in the CRM.

  • +4