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Mandatory sub-company setting

An optional setting for users of sub-companies

Written by Raymond Carrel
Updated over a week ago

If your instance of The Layer has sub-companies activated, you are required to select one for sales orders that are created.

You can enforce sub-company selection on Lead, Company and Opportunity records too, by enabling the system-wide customisation Enable Mandatory Sub-Company For Lead, Customer and Opportunity.

This is found in Settings - Company Setup - Customisations.

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