Month: April 2023

User has a Custom Journal Entry Approval Workflow. User wants Approvers to have a page where they can enter the reason for rejecting the transaction. Solution Create Custom Record Navigate to Customization > List, Records, & Fields > Record Types > New Name:Enter Workflow Reject Reason Click Save Click Workflow Reject Reason Click Fields Click New Field Label: Enter Reject Reason Type: Select Text Area Click Save  Click Fields Click New Field Label: Enter Journal Entry Type: Select List/Record List/Record: Select Transaction Record is… Continue reading Create Reject Reason Page in Workflow

While creating a drop shipment PO the customer subsidiary match with the item preferred supplier/vendor subsidiary, then only the Created PO field in the item line is enabled. If the customer subsidiary is different from the supplier/vendor subsidiary of the item the created PO becomes disabled. To enable the Drop Shipments and Special Orders feature… Continue reading Drop Shipment PO Creation The Create PO Column is Disabled

Scenario: Not able to add in a Saved Search Criteria Tab, Results Tab or Available Filters Tab an existing custom field.Solution: Custom field is not available as an option in a Saved Search Results tab > Columns subtab or any of the tabs (Results, Available Filters). The custom field is applied to the correct record… Continue reading The custom Field is Not Available to Add in a Saved Search Criteria Tab, Results Tab or Available Filters Tab

Scenario: User needs to create a saved search with period filter with From and To dates since it is not available in Opportunity serach. Solution: Navigate to Reports > Saved Searches > All Saved Searches > New. Transaction Change Search Title Under Criteria tab, the following must be set: Type: Opportunity On the Results tab: Add the following Fields. Brand Location Internal ID On the Available… Continue reading User needs to create a saved search opportunity to get the details based on posting period.

The Location on the line item level of the Sales Order is based on the Location set on the Item record. The system first considers the Preferred Location under Purchasing/Inventory subtab. If the Preferred Location is blank, then system considers the Location on the Classification section in the Main Line of the Item record. To resolve User may check if there is a designated Location in the main line Location field of the Item record… Continue reading Item defaults to a specific Location upon Sales Order Entry Even if there is no Preferred Location Set in either the Item Record or in Accounting Preferences