Author: Jesna John

Enabling Landed Cost Allocation per Line

To use Landed Cost Allocation on individual lines, you must first enable the preference. To set the Landed Cost Allocation per Line Preference: Go to Setup > Accounting > Preferences > Accounting Preferences. Click the Order Management subtab. Check the Landed Cost Allocation per Line box.Note When this preference is enabled, all new item receipts, credit card charges, vendor bills, and… Continue reading Enabling Landed Cost Allocation per Line

Delete files and folders in File Cabinet

REQUIREMENT The client is facing an issue with the file cabinet storage space when pdf files are attached to the file cabinet when a large number of emails are sent. Need to delete the attachment files and their folders under a particular employee record that are created a month ago. Develop a scheduled script to… Continue reading Delete files and folders in File Cabinet

Delete Sublist Subrecord Values in a record in copy context

REQUIREMENT Need to delete or remove the landed cost subrecord values in the item sublist when a copy of the record is taken. SOLUTION We can remove the landed cost subrecord values in a record when a copy of the record is taken. Add the below code snippet in the page init entry point of… Continue reading Delete Sublist Subrecord Values in a record in copy context

Saved search to get the attachment files of an employee record

REQUIREMENT A saved search needs to be created to get all the attachment files that are sent via email to the prior month of a particular employee. SOLUTION A folder saved search can be created for the particular folder to get the files of the attachment files. The folder named “Head Office” (an employee) in… Continue reading Saved search to get the attachment files of an employee record

OAuth 2.0 client credentials flow Certificate Conditions

A certificate for the OAuth 2.0 client credentials flow must contain two parts: Public part – an Administrator or a user with the OAuth 2.0 Authorized Applications Management permission uploads the public part of the certificate as part of the client credentials flow mapping process. Private part – The private part of the certificate provides… Continue reading OAuth 2.0 client credentials flow Certificate Conditions

OAuth 2.0 Client Credentials Setup

Creating a Mapping for the Client Credentials Flow Go to Setup > Integration > Manage Authentication > OAuth 2.0 Client Credentials (M2M) Setup.The OAuth 2.0 Client Credentials Setup page appears. To create a new mapping, click the Create New button. In the popup window, choose the entity, role, and application to be mapped. Upload the public part of… Continue reading OAuth 2.0 Client Credentials Setup

OAuth 2.0 Client Credentials Flow: Integration Record Creation

Before users can authorize an OAuth 2.0 application, an integration record must be created, or edited for the application. To create an integration record for an application: Go to Setup > Integration > New. Enter a name for your application in the Name field. Enter a description in the Description field, if preferred. Select Enabled in the State field. Enter a note… Continue reading OAuth 2.0 Client Credentials Flow: Integration Record Creation

Set Up OAuth 2.0 Roles for OAuth 2.0 Client Credentials Flow

Adding OAuth 2.0 permissions to roles To add permissions to a role, go to Setup > Users/Roles > Manage Roles. Select a role to customize. On the Permission tab, Setup subtab, choose the permission from the list and click Add OAuth 2.0 Authorized Applications Management: Is primarily for the Administrator role, or roles with Core Administration Permissions… Continue reading Set Up OAuth 2.0 Roles for OAuth 2.0 Client Credentials Flow