Use the below formula to return only the item child name in a saved search. REGEXP_REPLACE(REGEXP_SUBSTR({name},’: [^:]+*$’),’: ‘,”) For example without the formula a parent : child item will display as: Parent Item Name : Child Item Name Using the formula only Child Item Name will display.
Author: Manikandan TM
Resolve Error: “Invalid PDF layout. Please contact Administrator” When Printing Picking Ticket
There are instances when a user is getting an error “Invalid PDF layout. Please contact Administrator” when printing Picking Ticket. A possible cause for this is that there is no Picking Ticket Template set as Preferred for printing. Navigate to Customization > Forms > Transaction Forms Check the Preferred checkbox for the Standard Picking Ticket Click SubmitNote: Setting the Standard Picking Ticket as… Continue reading Resolve Error: “Invalid PDF layout. Please contact Administrator” When Printing Picking Ticket
Sort Item Column by Quantity in Advanced PDF/HTML Templates
User wants to sort the line items of a transaction by quantity. To sort the line items by quantity use: <#list record.item?sort_by(“quantity”) as item> To sort by reverse order use: <#list record.item?sort_by(“quantity”)?reverse as item>
Remove Standard Elements in a Basic PDF Layout
User wants to remove the elements of Standard Fields when using Basic Printing Type. Navigate to Customization > Forms > Transaction Form PDF Layouts Click Customize or Edit beside the template to modify In the editor, choose the element for the Standard Field in the Selected Element drop down field Under Element Size section, set the Width and Height fields to 0 Click Save
Display applied customer credits when printing sales orders.
Implement a workaround, that would store the sum of the amount on a custom field. Then, expose the custom field on the Advanced PDF. Create a saved search to generate the sum of the customer deposit Navigate to List > Search > Saved Searches > New Create the Saved Search with the following settings Under… Continue reading Display applied customer credits when printing sales orders.
Logo Header Blurry on Printed PDF Forms
The customer uploaded a logo but it appears blurry and pixelated on all forms. To correct this, the customer uploaded a higher resolution image, they uploaded a 72 dpi before and they replaced it with the same logo with 150 dpi. Make sure that your logo resolution is 150 dpi and higher. If not, upload… Continue reading Logo Header Blurry on Printed PDF Forms
Apply the transaction currency symbol on the Advanced Invoice PDF print-out depending on the set currency.
Navigate to Customizations > Forms > Advanced PDF/HTML Template Preferred Advanced PDF/HTML Template : Click Edit Upper Right Corner: Toggle Source Code Refer below: 4. Click Save
Search to view Customers with no Sales Activity in the past 18 months
Search to view Customers with no Sales Activity in the past 18 monthsNavigate to Reports > Saved Search > All Saved Searches > New > Customer1. Check mark Use Expressions = True2. Criteria : Standard subtab :a. Filter is Date of Last Sale .. is Before 18 months agob. Filter is Date of Last Sale .. is Empty… Continue reading Search to view Customers with no Sales Activity in the past 18 months
Payment File Administration (PFA) Stuck in Queued Status
There are instances where users have their Payment File Administration (PFA) stuck in Queued status and it usually happens when it is their first time to process PFA’s.In order to re-trigger the Setup, Edit and Save the Electronic Payment Preferences without doing any changes. In case the PFA is still stuck in queued status, follow… Continue reading Payment File Administration (PFA) Stuck in Queued Status