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Month: September 2022
CREATING A CUSTOM FIELD THAT USES CALCULATED DATA FROM A SAVED SEARCH
Sometimes a business requirement demands that the data in a custom field is not something that can be derived by sourcing or using a formula. You may need to provide a total of the quantity of all items on a sales order (or other transaction) or the number of lines on a sales order. This… Continue reading CREATING A CUSTOM FIELD THAT USES CALCULATED DATA FROM A SAVED SEARCH
Tax Rate Rules
Tax rate rules can be set to each HSN/ SAC code we have created, based on the Tax rate rule we have provided for each HSN code the tax will be calculated in transactions. For Creating Tax rate rules: Go to Tax Rate Rules Page> New Tax Rate Rules Select subsidiary Registration Type> Regular Available… Continue reading Tax Rate Rules
Adding tracking number to Packages tab
The Tracking Number field in Custom record ‘Package List’ , sourced to IF record need to be edited inline. As per the current scenario, Each package record associated with the IF record need to be edited and add the Tracking number Individually. Our Solution Create a saved search to fetch all the packages related to… Continue reading Adding tracking number to Packages tab
PROPOSAL FOR CONTRACT UN-INVOICE REPORT
Proposal summary JCurve Solutions would like to create new a report to retrieve data for data from the Invoice, Credit Note document, and link some details from the sale order. The report can recall backdate and need to show documents based on as at date selected. And print reports in Excel format. Requirement New report… Continue reading PROPOSAL FOR CONTRACT UN-INVOICE REPORT
To create a Billing schedule forecast report
Columns required Customer, SO number, Billing date, Total amount, and Projected amount. Solution Customize the standard forecast by customer report. In the customization, session add Customer/ project name, Forecast date, Forecast: transaction type: long name, Forecast: transaction number, Forecast: Billing Schedule: name, Forecast: Report date, Forecast: projected amt, Forecast: Transaction total. Save the changes. Add… Continue reading To create a Billing schedule forecast report
Displaying Saved search results on the Dashboard
For this, first you need to create a saved search. If the saved search is already created, then move on to setting up the custom search portlet. Create the saved search by navigating to Reports -> New Under the Results tab, select the fields Name, date, amount, status, and click save and run. Now you… Continue reading Displaying Saved search results on the Dashboard
Inventory Discrepency
Client Query: When I have an INVENTORY REPORT for YTBLP-HK it does not show this item: BCHIPSFMPNKQTZ. Reason: For the item BCHIPSFMPNKQTZ there is no available quantity in the location YTBLP-HK. There exist some filters applied to this report that is available quantity should be greater than zero . So the report will filter out… Continue reading Inventory Discrepency
How to show the name of the report in the top
To see the name of the report on the top with the subsidiary name, year, etc click on the button in the bottom. Click on the display title. Then it will see the title on the top.
Activity Saved Search > Ability to get the number of days a task is opened
This can be done by adding a Formula(Numeric) that uses formula string shown below. REGEXP_SUBSTR({completeddate}-{date}, ‘[^ ]+’) Here are the steps:I. Create an activity saved search.1. Navigate to Lists > Search > Saved Searches > New.2. Click Activity.3. In the Criteria tab, set Status= is any of Completed, In Progress, Not Started4. In the Results tab, add Formula(Numeric) | REGEXP_SUBSTR({completeddate}-{date}, ‘[^ ]+’)5. Click Save & Run.This… Continue reading Activity Saved Search > Ability to get the number of days a task is opened