Description A customer deposit transaction records the funds received when a customer makes an advance payment for an order. This payment is recorded in the general ledger as a liability until the goods or services are delivered, and does not affect the customer’s accounts receivable balance. After the order is filled, the deposit is applied… Continue reading Creation of Customer Deposit from a Lead/Prospect
Author: Aranya T R
Avoiding Duplicate Processing of Memorized Transactions
We can avoid duplicate processing of memorized transactions in a bulk update by customizing a Memorized Transaction Search form: Go to Transactions > Management > Enter Memorized Transactions > List ( Administrator ). In the header, click Search. On the Memorized Transaction Search page, click Personalize Search. On the custom search form, enter a search title. Click the Results subtab.… Continue reading Avoiding Duplicate Processing of Memorized Transactions
Can’t edit Landed Cost Per Line in IR
Description JIRA Code : BGGN-250 When the landed cost fields are grayed out and you can’t assign any cost to these field when you go to Landed Cost tab on the item receipt. Possible reason for this is that the landed cost per line has been marked or check and the item receipt has been… Continue reading Can’t edit Landed Cost Per Line in IR
Proposal for removing duplication in Sales Order document number
Proposal Summary This proposal describes the process of solving the Sales order number duplication by using the Custom records. Requirement Bloom & Grow facing an issue of duplicating the Sales order number and need to generate unique numbers to identify each Sales order. We have an existing User Event script which is used for replacing… Continue reading Proposal for removing duplication in Sales Order document number
Proposal for Customer portal customization
Proposal Summary This proposal describes the process of customizing the customer portal by automating the Sales Effective/ Shipping Date in the Sales order and by sending the list of Sales orders to the corresponding Sales Rep for the approval. Requirement-1 Graph Tech needs to customize the customer portal by automating the field named Sales Effective/… Continue reading Proposal for Customer portal customization
Transaction search to send Scheduled Email for SO approval list to sales rep
GTIL-111 Create a transaction search with the following criteria Add the fields to the Result tab We have set the receiver of the Email as the Sales Rep “AlexG Alex Gerlitz” Customized the message as follows Scheduled the email as follows The final email will be in the following format
Proposal for Sales Order update
JIRA CODE: GTIL-112 Proposal Summary This proposal describes the process of customizing a new sales order form and linking it with a new sales order printout. Requirement Graph Tech needs to customize the existing sales order form named “Graph Tech Sales Order” and need to create a new sales order form with name “Graph Tech… Continue reading Proposal for Sales Order update
Display Line Item Description on a Transaction Search
User entered a custom description on the Description column on the line item of the Sales Order. They then wanted to show this description on a transaction saved search. There is no Description field on a transaction saved search. If you will use Item Fields: Description, this will pull up the Sales Description on the Item Record. To show Line Item… Continue reading Display Line Item Description on a Transaction Search
Transaction Search for Transfer Order displays duplicate lines for the same item
Create a sample Transfer Order Transaction: 1. Navigate to Transactions > Inventory > Enter Transfer Order.2. Enter the following:From Location = Location ATo Location = Location B3. Under Items Tab, enter the following:Item A = 10Item B = 204. Click Save. Create an initial search:1. Navigate to List> Saved Searches> New> Transaction.2. On the Criteria tab> Standard sub tab> select the following:– Type =… Continue reading Transaction Search for Transfer Order displays duplicate lines for the same item
Adding Images to Excel file
Description The format of the CSV file is as follows There is a client script which contains a function named getBase64Image.Within this function, we have created the HTML canvas element using document.createElement() and storing it inside the canvas variable. Since we want to draw an image on this canvas, which is a two-dimensional image, we… Continue reading Adding Images to Excel file