Solution Create a CSV file containing 2 columns: Vendor Internal ID, Subsidiary Internal ID Navigate via Setup > Import/Export > Import CSV Records Set the following in Import Assistant: Import Type: RelationshipsRecord Type: Vendor-Subsidiary RelationshipData Handling: Add or update other changes that are needed in the Advance Options Field Mapping step: Fields should be automatically… Continue reading Importing multiple subsidiaries for a single vendor
Author: Shanet Shaji
Removing Primary Subsidiary on Vendor Record
Primary Subsidiary can only be removed from a vendor record if there is no transaction entered yet with the vendor. Once a transaction has been posted with a vendor, we cannot remove the primary subsidiary from the record. Other Subsidiaries (other than the Primary Subsidiary) can be removed from a vendor record: Open Vendor Record… Continue reading Removing Primary Subsidiary on Vendor Record
In the approved PO Edit button not available
Purchase Order Approval Workflows have a workflow action that locks the record once the Purchase Order has been approved. On the Purchase Order, navigate to the System Information tab > Active Workflows subtab and check if there is an active workflow on the Purchase Order. Navigate to Customization > Workflows > Workflow and then click… Continue reading In the approved PO Edit button not available
System Info Unavailable in PO
Scenario: When looking at POs and Invoices you don’t seem to be able to see the recorded history of who entered them on approved them on SB? We have verified the Purchase order system information in SB and found that these POs are created before SB refresh. After SB refresh, the system information will be… Continue reading System Info Unavailable in PO
To edit a purchase order
Go to Vendor Dashboard > Transactions > Enter Purchase Orders > List. Click Edit next to the purchase order you want to change. On the purchase order, make the necessary changes. If the vendor has already received the earlier version of the purchase order, be sure to state that this is a revised order in the Vendor Message field. To… Continue reading To edit a purchase order
To view the status of a purchase order
Go to Vendor Dashboard > Transactions > Enter Purchase Orders > List (Administrator). The order Status column displays the order status on the Purchase Orders page. With the Advanced Receiving Feature off: *Pending Supervisor Approval – The purchase request has not been approved. *Rejected By Supervisor – The purchase request has been declined. *Pending Receipt… Continue reading To view the status of a purchase order
Void a Customer Refund but it is already applied to a Credit Memo
Edit the Credit Memo Uncheck the Apply checkbox beside the Customer refund Click Save Open the Customer Refund on Edit Click the Void button After which, open the Customer Refund again and notice that the Status is now Voided
To work with a previously saved CSV import
Go to Setup > Import/Export > Import Tasks > Saved CSV Imports. 2. The Saved CSV Imports page lists all of the saved import mappings you have access to. These include mappings you have saved and those committed by others that include you in the audience. 3. This page includes the following columns: ID –… Continue reading To work with a previously saved CSV import
Change the Return Email Address in Subsidiaries
Change the Return Email Address for a Child Subsidiary: Using an Administrator role, navigate to Setup > Company > Subsidiaries > Child Subsidiary > Edit The Return Email Address can be changed directly Click Save Change the Return Email Address for a Parent Subsidiary: Using an Administrator role, navigate to Setup > Company > Company Information > Return Email Address field Click Save
Create a Custom List Field in Subsidiary
Create a Custom Record and Custom Field for the Custom ListNavigate to Customization> List, Records, & Fields> Record Types> NewName: ‘Document Attributes’ Adding the following custom fields within this tab: Address Fields Subsidiary Name (Trading Name) Country Addressee Phone Address 1 Address 2 City State Zip Additional Fields Web Site Contact Email Address Subsidiary Logo… Continue reading Create a Custom List Field in Subsidiary