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I have a client who also raised the same issue. I hope this will be included in the next update.

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Totally agreed.

As audit covering all the services but surprisingly it is not cover for the admin level.

We must have this included for the admin level.


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There are good news,

this Idea can be closed as it was implemented with update 20.4.


Thank you!

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Agree

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This would be a great addition. For instance, there is a need to exclude specific lease records, or the leases relating to a specific vendor from the generation of payment schedule journals.

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We would also like to setup a segment/sequence for all Accounts that have not had an active Lead/Opportunity associated with them over the past N months.

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Would like to see this added - we want to setup a 90-day Account follow-up/healthcheck sequnce.


However our observation is that the account is only added to the sequence by a segment if the Account record is edited - otherwise there is no prompt for it to be sequenced. So not really practical.


Also, we observed that the To address in emails generated from the sequence do not contain an email address - need to work out how to associate an email generated by the Sequencer to the Main email address on the account.

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If you have date order enabled for the posting series which is very commonly used for posted invoices, you can use the "posting no." of the "potentially orders to delete" only in the current day. Next day there will be new documents posted with higher posting number and you cannot take the unused numbers for new documents as the date order will stop you.

As you can imagine, users not always report this to admins immediately or even so they can be some delay and problem cannot be avoided.


So, this design/bug is quite unpleasant, not liked by the auditors, not liked by the customer and definitely not liked by the partners which needs to explain and defend the system transactional reliability.

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Yes please, we need this!

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An indicator as to how many PK fields are present or 1/5 would also be nice. In that case you do not need to go through all fields to see how many you need to add to the Get() function.

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