Printing the Bill Payment via the Print Voucher button shows a different layout from doing via the Save & Print button. Below is the standard behavior of these buttons and the reason for showing different templates: 1.Print Button (View Mode) = will print using the Template of Bill Payment. We can check this template used by… Continue reading Templates used by Bill Payment Record while printing in different scenarios
Month: August 2022
Merging Fields using transformation in Celigo
Fields may be merged , creating a list of values from the arrays in the record. In the example below, the items 1,2,3 and the prices 10, 20, 30 have been transformed into a merged record of items and their relative prices Pre-Transform Transform Mappings Post-Transform { “itemsNames”: [“item1”, “item2”, “item3”], “prices”:… Continue reading Merging Fields using transformation in Celigo
Creating and Editing Custom Centers
You can create custom centers that you apply to custom roles. You can then edit the center, for example, to create tabs and links for the custom center, define the order of tabs, and translate labels. You can customize centers only if the Custom Records feature is enabled. Creating a Custom Center To create a… Continue reading Creating and Editing Custom Centers
To get matrix options from item record
To fill configration record advanced-> item options , item options id is required.it is taken from item record above image.
Saved Search to Display Items and Quantities Committed to a Certain Customer
Saved Search to display items and quantities committed to a certain customer. Navigate toTransactions > Management > Saved Searches > New. Click Item. Add Search Title. Click Criteria tab > Standard subtab. Add the following: Transaction fields…Type= is Sales Order. Transaction fields…Quantity Committed= is greater than 0 Transaction fields…Main Line… Continue reading Saved Search to Display Items and Quantities Committed to a Certain Customer
Error: “The amounts in a journal entry must balance.” when Importing Trial Balance via CSV
User imported their Trial Balance through a Journal Entry and received an error “The amounts in a journal entry must balance.” To import Trial Balance via Journal Entry import: Create a CSV import file that contains at least: Account, Currency, Date, and Amount (Debit Amount & Credit Amount) Navigate to Setup > Import/Export > Import CSV Records On the Import Assistant page: Step 1:… Continue reading Error: “The amounts in a journal entry must balance.” when Importing Trial Balance via CSV
Import NetSuite Line Items
A Sales Order has a one-to-many relationship with Items. It is like a sublist, or a list of lines within a record. HOW TO MAP LINE ITEMS You can access line items using the sublist name. In import mapping, each sublist is populated in the format Sublist Name : Field Name, such as Items : Department. Select… Continue reading Import NetSuite Line Items
Update the budget with the actual figures after the period close
The client wants to update the budget with actual figures after the period close. Solution:- In the standard way, the budget will not be automatically updated. For this requirement, we have to create a customized budget report with actual transaction figures and the budgeted amount. After the period close we have to update the budget… Continue reading Update the budget with the actual figures after the period close
Display Item Components on Picking Ticket
There is a requirement to print the components of Kit/Package Items. To print the components, some preferences are needed to be set accordingly. Solution 1. Configure the Kit/Package Item Navigate to Lists > Accounting > Items Preferred Kit/Package Item: Click Edit Click Purchasing/Inventory tab Click Components Display Components on Transactions: Enter Checkmark Click Save 2. Set the Accounting Preferences Navigate to Setup > Accounting > Accounting Preferences Click Order Management Always Print Kit Items on Picking… Continue reading Display Item Components on Picking Ticket
Passing a variable as a function parameter to a referenced Client Script
Requirements User/customer wants to pass a value from their User Event script to a referenced Client Script so that it can be used for further processing within the Client Script. The Client Script will be triggered by a button that was created by the User Event script on beforeLoad. Solution A variable that contains the… Continue reading Passing a variable as a function parameter to a referenced Client Script