Month: July 2023

To create this search please follow the steps below: 1) Navigate to Reports > New Search > Transaction 2) Under Criteria tab: –Add Type is Sales Order — Add Main Line is False 3) Under  Results tab: — Add Sales Rep — Summary Type is Group — Add Number (this is the SO number) — Summary Type is Group— Add Amount — Summary Type is Sum— Add Item  — Add Quantity— Add Item Fields…Purchase Price (this is the cost of the item)– Summary Type is Sum… Continue reading Search Saved to Show Profitability Per Transaction

The values in the Amount column, are calculated based on the Consolidated Exchange Rate set in the Results tab of the Transaction Saved Search. If users would like the amount to be the same as the net variance shown on the Currency Revaluation Record, they can perform the following: 1) Edit Search 2) Under Results tab > Consolidated Exchange Rate = None 3) Click Save… Continue reading Expose Currency Revaluation Search Amount for Exhange Rate Variance Account Same as the Net Variance of the Currency Revaluation Record

Sell and Fulfill Inventory Selling and fulfilling items from our inventory affects our stock levels, accounting records, and item commitment. We can track back ordered items through reports and receive alerts for underwater inventory. Selling Inventory: Record inventory sales by adding an item to a sales transaction Sales are integrated with inventory records, inventory records… Continue reading Basic Inventory Management process – Sell and Fulfill Inventory

Reviewing Negative Inventory An item’s inventory level should be zero or positive prior to distribution We can identify any negative inventory values that can be corrected by adjusting them to be positive To adjust our inventory levels, we can use either of these forms: Inventory Adjustment Form: Inclusive of the previous stock total Inventory Worksheet:… Continue reading Basic Inventory management process – Reviewing Negative Inventory

Show the Expense Report as a Related Record on the Project Record. Solution Create a Custom Transaction Body Field Navigate to Customization > Lists, Records & Fields > Transaction Body Fields > New Label: Input Related Project Type: Select List/Record List/Record: Select Project Click Save Customize the Expense Report Form Navigate to Transactions > Employees > Enter Expense Reports  Hover over Customize > click Customize Form  Click Move Elements Between Subtabs button … Continue reading Expense Report as Related Record on Project Record