Author: Keerthy Davis

Send Email Alert using Transaction Saved Search when Item Fulfillment Status Changes

User creates a Transaction Saved Search to send an email alert that is triggered whenever there is a change in the Item Fulfillment status. However, user has customized its Item Fulfillment Status names and the email alert does not send as expected. The system still respects standard name of the status of the Item Fulfillment (Picked/Packed/Shipped), regardless of the name… Continue reading Send Email Alert using Transaction Saved Search when Item Fulfillment Status Changes

Scheduled Search Email Limitations

The Show Internal IDs preference does not apply to results in scheduled saved search email. You must add Internal ID as a results column to return Internal ID values for a search. If a saved search includes criteria filters that have non-specific values, such as -Mine- or -My Team-, scheduled emails may not be sent.… Continue reading Scheduled Search Email Limitations

Supply Allocation Strategies

When you enable the Supply Allocation feature, two predefined allocation strategies are available by default. Note that these default strategies only consider inventory that is currently on-hand, not future inventory. Predefined Available Allocation Strategy – This strategy uses the Allocation Quantities setting to allocate any available quantities. Predefined Complete Allocation Strategy – This strategy uses the Allocation… Continue reading Supply Allocation Strategies

Available Date Calculation on Supply Allocation Strategies

Allocation strategies include the Available Date Calculation setting on which you can specify whether to consider the ATP lead time when calculating the available date. Based on your setting, it determines which available date sources to use for the calculation. Then, it chooses the latest date among the available date sources, as shown in the… Continue reading Available Date Calculation on Supply Allocation Strategies

Setting Up Item Records for Supply Allocation

To set up item records for Supply Allocation: Go to Lists > Accounting > Items. Next to the item you want to set up, click Edit.The Purchasing/Inventory subtab and the Locations subtab under it, are open by default. On the Locations subtab, a list of locations is displayed. In the ATP Lead Time field, enter the number of days for the lead time next to… Continue reading Setting Up Item Records for Supply Allocation

Generate Customer Price List with Additional Customer Information through Saved Search

There are instances when users want to use Saved Search to generate a Price List for their Customers. This is primarily important when they want to include additional Customer information on the results because the Generate Price List function on the Customer Record has limited information to display. Solution To create the Customer Saved Search: 1. Navigate to Lists > Search > Saved Searches > New 2. Search Type > Click Customers 3. Click Criteria 4. Click Standard 5. Filter: Note: For… Continue reading Generate Customer Price List with Additional Customer Information through Saved Search

Generate Price List Only for Items Under Item Pricing Tab of Customer Record

Generate Price List only for Items under Item Pricing Tab of Customer Record Solution Pull up the Customer Record via Lists > Relationships > Customers Click Edit Go to Financial subtab Price Level: Putblank / null / empty Click Save Go to Actions > Generate Price Lists  Assigned Price Levels Only: Enter Checkmark Click Submit