Replicate Income statement in Saved Search

Scenario Replicate Income statement in Saved search Solution Go to Lists > Search > Saved Searches > New Select Transaction Click Criteria tab Filter: Add the following: Posting Mark Yes Click Set Account Type Select Cost of Goods Sold, Income, Expense, Other Expense, Other Income Click Set Filter: Add Accounting Periods Fields…  Select Start Date Start Date: Select Within From: Set the Start Date of the Accounting Period To: Set the Last Date of the Accounting Period… Continue reading Replicate Income statement in Saved Search

Script Sample to create a folder under a specified folder.

If you want to create a folder under a parent folder, you have to include N/Record module. Then create a record of type folder. Set the name to the folder. Set the parent of that folder. const createFolder = (name) => { let folder = record.create({ //creating a folder type: record.Type.FOLDER, isDynamic: true, }); folder.setValue(“name”,… Continue reading Script Sample to create a folder under a specified folder.

Append External PDF File within Printed PDF File

It can be possible to dynamically add an External PDF file from the File Cabinet within a PDF file using an Advanced PDF Template.When we need to add a static PDF page in a PDF template. The user can create the static PDF file separately and can append it to the PDF template. Create Custom Field Label:Enter Label Type:Select Free-form Text ID: Enter _link_pdf Click Applies… Continue reading Append External PDF File within Printed PDF File

PROPOSAL FOR UPDATING THE BILLING ADDRESS OF THE PARENT ACCOUNT AND THE SUB-CUSTOMER ACCOUNTS

Requirement: Client wants to update the billing address of the parent accounts and all their sub-customers accounts. The following are the changes to be made : The Billing street Address 1 to: new value The Billing street Address 2 to: make the field empty The Billing Postal Code/Zip to: new postal code. The billing information… Continue reading PROPOSAL FOR UPDATING THE BILLING ADDRESS OF THE PARENT ACCOUNT AND THE SUB-CUSTOMER ACCOUNTS

Missing Fulfill Button on the Sales Order

Scenario 1: Unable to see the Fulfill Button on the Sales Order. Solution: The Role assigned to the User might have a missing Item Fulfillment permission Navigate to Setup > Users/Roles > Manage Roles Role assigned to the User: Click Edit Click Permissions Click Transactionsa. Permission: Select Item Fullfilmentb. Level: Select Fullc. Click Add Click Save Scenario 2: A… Continue reading Missing Fulfill Button on the Sales Order

Displaying the Address Section in a Line through Advanced PDF/HTML Templates

Scenario When displaying an Advanced PDF/HTML Template the address field is presented like a text area wherein a every information is printed in a new line. To have the address be printed in one line, the Advanced PDF/HTML Template must be customized to replace the break line with a comma. Solution Navigate to Customization > Forms > Advanced PDF/HTML Templates… Continue reading Displaying the Address Section in a Line through Advanced PDF/HTML Templates

Create an expense allocation schedule:

Go to Transactions > Financial > Create Allocation Schedules. In the Primary Information section: -Enter Name -Enter subsidiary -In the Frequency field, choose how often you want to reallocate expenses from this account. -In the Next Date field, enter the date of the next scheduled allocation In Complete the Source subtab: -If you want to create an offsetting credit for the amount… Continue reading Create an expense allocation schedule: