There are cases when saving a Sales Order returns a message “An error occurred while processing Line Items.” One possible reason is a custom line field that displays an error message “Error: Field Not Found”. To resolve this, the custom line field has to be checked if it has a formula sourcing a value via… Continue reading Resolve Error: “An error occurred while processing item options.”
Author: SreeVidhya Sanoj
Avalara Tab Is Not Visible
If Avalara Tab is not visible using Administrator role, the Center tab is not configured correctly. Solution Navigate to Customization > Centers and Tabs > Center Tabs Click Avalara Click Edit On the Center dropdown, select Classic Center Click the Audience tab On the Roles box, select Administrator Click Save
Print Location Address on the Packing Slip Using Advanced PDF/HTML Template
There are instances wherein companies need to display the Location Address on their Packing Slip PDF printouts depending on the Location selected on the Sales Order. Solution Create a Custom Transaction Body Field on the Sales Order Navigate to Customization > Lists, Records, & Fields > Transaction Body Fields > New Label: Enter Label Example: Location Address ID: Enter _so_loc_address Type: Select Free-Form Text Store Value: Remove Checkmark Click Sourcing & Filtering Source List: Select Location (Main)… Continue reading Print Location Address on the Packing Slip Using Advanced PDF/HTML Template
Adjust Header and Footer Size of Advanced PDF/HTML Templates
There are scenarios when there is a need to change the size of the header and footer of an Advanced PDF/HTML Template. Solution Navigate to Customization > Forms > Advance PDF/HTML Templates Preferred Template: Click Edit or Customize Toggle Source Code Source Code: Add code below<body header=”nlheader” header-height=”10%” footer=”nlfooter” footer-height=”20pt” padding=”0.5in 0.5in 0.5in 0.5in” size=”Letter”>Copy Note: Update the header-height and/or footer-height as needed. Click Save
Hide the Edit button in Sales order if a custom (shipment) record exist in SO.
Check to see if shipment record exists in Sales order and if it is present, hide edit button on SO form for ALL roles EXCEPT Administrator VVS CSR Manager VVS Pharmacy Solution: Create a workflow and use workflow action script and lock record action to hide the edit button in SO if there exist a… Continue reading Hide the Edit button in Sales order if a custom (shipment) record exist in SO.
Workflow to Remove Print Button on Sales Order with Pending Approval Status
Navigate to Customization > Workflow > Workflows > New On the Workflow Creation Page, set up the following values: Enter Name Set Record Type to Transaction Select Sales Order on Sub Types Set Release Status to Testing Set Keep Instance and History to Always Mark Enable Logging check box On Initiation, select Event Based On Event Definition, mark On Create and On View or Update check box Click Open button beside Condition box On Workflow Condition page, set the following details Select Order Status on Field column Set Compare Type column to any of Click Select Multiple button beside the… Continue reading Workflow to Remove Print Button on Sales Order with Pending Approval Status
Modify Body Fields in WorkfLow Locked Records via Script
A user wants to update body fields of records locked by a workflow. Note: We are unable to load records locked by workflow using SuiteScript through record.load(options). Solution The following code snippet sets the Memo field to ‘Testing’ on a Sales Order which has an internal id of 440 and is locked by a workflow. Note: Fields that can be… Continue reading Modify Body Fields in WorkfLow Locked Records via Script
Default Location on a Line Item of a Sales Order
User wants to automatically populate the Location column on the Sales Order when adding an Item. Solution 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.
Script for creating the suitelet page from sales order and setting the value from suitelet page to Sales Order.
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
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