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  • 1.  Business Insights Explorer custom fields. Is it p

    Posted 08-01-2012 06:46
    Business Insights Explorer custom fields. Is it possible to create a formula in explorer that would show the sales person name? The sales person number is available in the header but the ar salesperson table is not available. Trying to figure out some sort of if/then statement but not getting very far with the syntax needed.


  • 2.  RE: Business Insights Explorer custom fields. Is it p

    Posted 08-01-2012 07:11
    What View / Table are you working with? What version? I'm seeing the Salesperson Name in a few Views I took a look at (i.e., Customer History Invoices, Customer Open Invoices, Sales Orders, History Orders).