StickyNotes lets employees to create and track notes on record pages. It helps to communicate effectively with others by adding recipients to ensure that only specific people have access to your notes, or by making it as public to make it visible to all employees with access to the record page.

In the Payee field of Bill Payment page, some vendors show numbers/code and some are not.

To open the record in Edit mode performs the following steps:

User is getting you need “Set up Accounting” Permission to access this page when trying to view the memorized transaction. Even after granting Setup Accounting permission user still gets the same error.

Steps to grant permission for memorized transaction:

• Navigate to Setup > User/Roles > Manage Roles
• Edit the custom role
• Navigate to Permissions > Reports
• Grant access to Report Scheduling and click on save

• Go to Customization > Lists, Records & Fields > Transaction Column Fields > New
• Enter the name of the label and select the type as Free-Form or Integer
• Uncheck the Store Value checkbox and select applies to as Sales
• Under Validation and Defaulting tab, check Formula and enter {linenumber} in the Default Value and click Save.

Follow below steps to Disable GL Impact Option under More Actions on Sales Transactions.

1. Go to Setup > Customization > CRM Fields > Click New.
2. Enter a value on Label field.
3. Choose List/Record on Type field.
4. Choose Transactions on List/Record field.
5. Check on Store Value field.
6. Check on Record is Parent.
7. On Applies to > check on Event.
8. On Display > Parent Subtab assigned your preferred subtab.
9. On Sourcing & Filtering > Set Filter Using to Type.
10. Set Value is field to Sales Order.
11. Click Save.

To reprint checks: