Articles tagged #INACTIVE
Articles tagged
#INACTIVE
Custom Segment > Making a Value Inactive by Clicking Manage Values
In some cases, you may not have permission to edit segments, but you do have permission to edit values for a segment. In these cases, to make a value inactive, you must open a page designed specifically for managing the value. You get to this page by viewing the segment definition and clicking the button labeled Manage Values.
Custom Segment > Making a Value Inactive by Editing the Segment Definition
In some cases, you may have a set of permissions that includes the ability to edit the segment definition. In these cases, you can make a value inactive by directly editing the segments Values sublist. One advantage of this approach is that you can view all values as you modify the list.
Saved Search > List of Inactivated Customers
A user wants to create a list of all customers that have been inactivated in the system.
Remove an Employee from the Sales Rep Field > Unable to Locate the Employee Record
The user wants to remove one of the employees listed on the standard Sales Rep field in entity/transaction records. However, when the user navigates to the Lists > Employees > Employees, the employee is not listed. The employee may have a generic name such as "Pre-Sales, Sales - Professional Services, Accounts, Marketing Team", etc.
How to Handle Fixed Assets that were Generated Erroneously
An elimination Journal includes an Asset account and erroneously generates an asset through an Asset Proposal.
Make Custom Fields on Locations Inactive
The users are not allowed to customize Location Record Forms. Here are the steps to make the custom fieldsmandatory:
Resolve Error: "INVALID_PRECALC_FIELD_VALUE: The following field(s) are inactive: Department" When Transferring an Asset From an Inactive Department to an Active Department
An asset is currently assigned in anInactive Department. To depreciate the asset, customer process anAsset Transferbut received the error.
Inactive Records Not Excluded from Saved Search and Report Results
User has marked several Customer records as Inactive. When creating Saved Searches and Reports, the user wants all these Inactive Customers and their related records automatically excluded from the Results.
Missing Billing Operation Schedules
When navigating to Transactions > Billing > Schedule Billing Operations > List, some of the Billing Operation Schedules are missing.
Resolve Error: INVALID_KEY_OR_REF: Invalid custrecord_propcaretaker reference key XXX in Asset Creation
Customer is creating assets from asset proposal and encountered an Error: "INVALID_KEY_OR_REF: Invalid custrecord_propcaretaker reference key XXX."