Report Saved Search 1 Standard reports for visibility into all areasof your business Filter and match data to answer all sorts ofbusiness questions 2 Easy-to-read, polished format Create custom list of real-time results,based on criteria and filters 3 100’s of pre-built standards reports Use it for yourself or others, as a list, aportlet or as… Continue reading Report and Saved Search
Author: Diniya A J
Data Visualizations of WORKBOOK
Making sense of a workbook’s source data requires the examination of the data from a variety of different perspectives. Accomplished through data summarization, aggregation, and visualization. There are three workbook visualization types: Table Views | Creating a Table View: Click on the Add + icon and select Table. No limit to the number of table… Continue reading Data Visualizations of WORKBOOK
Sequence Number column for a summarized saved search
Rank a search result by the sum of amount, grouped by item. Solution: As you are aggregating the results (MIN, MAX, SUM etc) you also need to aggregate the expression in the ORDER BY clause, so that the results returned by the ROW_NUMBER() function match up with the summarized results of the rest of the saved search. All you would… Continue reading Sequence Number column for a summarized saved search
Display Row Numbers in Saved Search Results
1. Navigate to Lists > Search > Saved Searches > New. 2. Select the Search type. (e.g. Transaction).3. Enter a search name in the SEARCH TITLE field.4. Under the Criteria tab, enter the preferred filters.5. Under the Results tab, enter the preferred fields and include the following: Formula (Numeric) field > Under the FORMULA column enter rownum. Note: Select the Formula (Numeric) row and move it to the top by clicking the Move To Top button. 6. In the SORT BY field select Formula (Numeric) –… Continue reading Display Row Numbers in Saved Search Results
Picked, Packed and Shipped Date on Item Fulfillment
Enable the Update Transaction Date Upon Fulfillment Status Change preference to pick items in one accounting period and ship in another accounting period. Go to Setup -> Accounting -> Accounting Preferences -> Order Management(Subtab) -> Fulfillment Section -> Check the field “Update Transaction Date Upon Fulfillment Status Change”. After the order status is marked Shipped,… Continue reading Picked, Packed and Shipped Date on Item Fulfillment
Rounding off JE’s at the time of knocking off
Requirement: If the amount difference between the Bill and Bill Payment is between 0 and 5, automatically generate the journal entry to pay the bill transaction. Solution: If the difference between the Bill and Bill payment amount is between 0 and 1, a new Bill Credit(Memo: Rounding Off) will be created automatically for the remaining… Continue reading Rounding off JE’s at the time of knocking off
At the time of Prepayment, there should be an option to deduct TDS
Requirement: Cashgrail needs TDS calculation in vendor prepayments. Check how we can use TDS calculations in the vendor prepayment, as per India localization suit tax. Solution: The standard TDS Calculation does not support Bill Credit and Vendor Prepayment. Custom Solution: For a Vendor Prepayment, add a new transaction field called “TDS Calculation” to confirm the… Continue reading At the time of Prepayment, there should be an option to deduct TDS
Calculate TDS Automatically on Vendor Bill
Requirement: Calculate the amount on the vendor bill automatically based on the TDS % on the vendor record. Solution: A new field will be created to store the India Tax Section Code on vendor records. Also will create a new transaction line checkbox field “Tax Code Update” on a bill to record whether a different… Continue reading Calculate TDS Automatically on Vendor Bill
Entry should not be allowed in “Parent Account”
Requirement: The transaction entries should be posted only in the child account, not the parent account. Solution: Step 1: Go to Setup -> Accounting -> Chart of Account -> Edit the chart of account record. Step 2: Check the Summary field on the account record. Step 3: Click Save.
Proposal For JE Approval Matrix
Proposal summary: The approval routing is required for the Journal Entry records based on the level of users. Requirement: The JE approver levels are user-specific. The level of each user is represented in the screenshot below: User Name User ID Levels Amrit Dash amritdash@bdo.in Level 4 Jasmeet Singh Bhandari jasmeet.bhandari@zupee.in Level 4 Mohit Arora mohit.arora@zupee.in … Continue reading Proposal For JE Approval Matrix