Author: Able Wilson

No GL Impact on the Item Fulfillment record

When an Item Fulfillment has no journal entry in the GL Impact, one probable cause is that the Item Fulfillment is dated before the Inventory Adjustment. Below are the steps that can be taken to reflect the GL impact: Open the Inventory Adjustment record > Edit > Date it before the Item Fulfillment > Save. Open the Item Fulfillment record > Edit > uncheck and check the fulfill checkboxes on the item lines > Save. View the GL Impact. It should have… Continue reading No GL Impact on the Item Fulfillment record

Search to pull list of items with a specific price level with zero or null values

Search to pull list of items with a specific price level with zero or null values 1) Navigate to Lists > Search > Saved Searches > New > Item 2) On the Criteria tab > Standard sub tab >  Select Formula (Numeric) > Formula=CASE WHEN NVL({pricelevel1},0)<=0 THEN 1 ELSE 0 ENDEqual to 1. **Pricelevel1 = where 1 is… Continue reading Search to pull list of items with a specific price level with zero or null values

PROPOSAL FOR CRM DASHBOARD PIVOT REPORT PHASE-2

Proposal Summary This proposal summarizes the functionality of implementing the CRM report in dashboard.  Requirement The client would like to display the customized CRM report based the date range given in dashboard  Deliverables  We will create the script and offer choices to pinpoint the latest task that was modified for each client. This is intended to retrieve… Continue reading PROPOSAL FOR CRM DASHBOARD PIVOT REPORT PHASE-2