Navigate to Setup > Accounting > Project Resource Roles Job Resource Role Project Manager: Click Edit Project Time Approver: Enter Checkmark Own Time Approval: Enter Checkmark Click Save Project Staff: Click Edit Project Time Approver: Remove the Checkmark Own Time Approval: Remove the Checkmark Click Save Navigate to Setup > Users/Roles > Manage Roles > Project Manager Role used Click Edit General: Employee Restrictions: Select none – no default Restrict Time and Expenses: Select Checkmark Click Save Navigate to the Project record Click Edit Click Preferences tab Time Approval: Select Project Time Approver… Continue reading The Timesheets are able to approve by the Project Manager who not assigned to the respective Project
Month: December 2023
Currency Management
If our business has only one currency, then we can manage the currency details on the company information page. If we have multiple currencies to use in our account, then we have to enable the “Multi-currency” feature which helps us to create more than one base currency and transaction currencies in our account. Base currency… Continue reading Currency Management
Unable to see Custom record type field in Field type of email template
To add Custom Record Type to the list of Field Types in Email Templates follow those steps: 1) Go to Customization>List, Records & Fields>Record types 2) Click your Custom Record Type 3) Mark the checkbox Enable Mail Merge 4) Save the record 5) Log out from the account and log back in Now if you… Continue reading Unable to see Custom record type field in Field type of email template
The Timesheets are able to approve by the Project Manager who not assigned to the respective Project
Navigate to Setup > Accounting > Project Resource Roles Job Resource Role Project Manager: Click Edit Project Time Approver: Enter Checkmark Own Time Approval: Enter Checkmark Click Save Project Staff: Click Edit Project Time Approver: Remove the Checkmark Own Time Approval: Remove the Checkmark Click Save Navigate to Setup > Users/Roles > Manage Roles > Project Manager Role used Click Edit General: Employee Restrictions: Select none – no default Restrict Time and Expenses: Select Checkmark Click Save Navigate to the Project record Click Edit Click Preferences tab Time Approval: Select Project Time Approver… Continue reading The Timesheets are able to approve by the Project Manager who not assigned to the respective Project
Landed Cost Troubleshooting
“You have attempted to allocate landed costs to a transaction using an allocation method that results in no allocation for any lines in the transaction. The allocation method you chose is {Method of Allocation selected}. To correct this problem, go back to the transaction and choose a different allocation method, or modify the items/lines on… Continue reading Landed Cost Troubleshooting
The Timesheets are able to approve by the Project Manager who not assigned to the respective Project
Navigate to Setup > Accounting > Project Resource Roles Job Resource Role Project Manager: Click Edit Project Time Approver: Enter Checkmark Own Time Approval: Enter Checkmark Click Save Project Staff: Click Edit Project Time Approver: Remove the Checkmark Own Time Approval: Remove the Checkmark Click Save Navigate to Setup > Users/Roles > Manage Roles > Project Manager Role used Click Edit General: Employee Restrictions: Select none – no default Restrict Time and Expenses: Select Checkmark Click Save Navigate to the Project record Click Edit Click Preferences tab Time Approval: Select Project Time Approver… Continue reading The Timesheets are able to approve by the Project Manager who not assigned to the respective Project
Proposal For Displaying The Pop-up On Clicking The Item On The Minicart
Proposal Summary This proposal covers the scope of showing the item pop up on clicking the item in the minicart Requirement For SCMA accounts, when clicking on an item in the cart, it currently navigates back to the home page. Instead of navigating to the home page, we need to display an item… Continue reading Proposal For Displaying The Pop-up On Clicking The Item On The Minicart
JJ KB testing
Test content One Two <td class=”addressheader” align=”left” style=”margin-top:2px;”>Account ID: ${parameters.data._cseg5__text} </td> <td class=”addressheader” align=”right” style=”margin-top:2px;”>Währung : ${parameters.data._currency__text} </td> <!–Statement for Fund Currency–>
Turn Off Warning Messages About Time to Build or Reorder when Creating a Sales Transaction
Scenario Users may encounter any of the following warning messages when Creating a Sales Transactions (Sales Order, Invoice, Cash Sale) wherein the available quantity is less than the Reorder/Build Point – Item XX: “You have only 0 available at this location” – “Time to reorder. This transaction will leave you with x on hand with a reorder point… Continue reading Turn Off Warning Messages About Time to Build or Reorder when Creating a Sales Transaction
The Timesheets are able to approve by the Project Manager who not assigned to the respective Project
Navigate to Setup > Accounting > Project Resource Roles Job Resource Role Project Manager: Click Edit Project Time Approver: Enter Checkmark Own Time Approval: Enter Checkmark Click Save Project Staff: Click Edit Project Time Approver: Remove the Checkmark Own Time Approval: Remove the Checkmark Click Save Navigate to Setup > Users/Roles > Manage Roles > Project Manager Role used Click Edit General: Employee Restrictions: Select none – no default Restrict Time and Expenses: Select Checkmark Click Save Navigate to the Project record Click Edit Click Preferences tab Time Approval: Select Project Time Approver… Continue reading The Timesheets are able to approve by the Project Manager who not assigned to the respective Project