Author: Sandhra Simon

The terms listed below are related to basic accounting. And which may be beneficial if you are a newbie. These definitions are from a document that I reviewed in order to fully understand. Accounting – when a company makes money, it has to keep track of where that money came from and where it goes.… Continue reading Basic Accounting Terms

There will be a checkbox called “Allow Cross-Subsidiary Record Viewing” in the role record. If a custom role has the Allow Cross-Subsidiary Record Viewing option enabled, clicking a subsidiary node in the Subsidiary Navigator portlet displays all relevant records. Included in these records are those to which the role is not granted access. Users with the… Continue reading Allow Cross-Subsidiary Record Viewing

The search.lookupfields is used to search for one or more body fields on the record. Inorder to get the column fields from the search, use the below code as reference

The client’s requirement is to restrict the view of the subsidiary in the subsidiary navigator. For example, if an employee who is working in a UK subsidiary should only see the parent subsidiary and the UK subsidiary in the navigator. Other subsidiaries should not be visible to the employee. We can do this by customizing… Continue reading Restrict the view of Subsidiary Navigator

The client requirement is to customize the dunning email templates for each level in the account. In the dunning module, according to the due date mentioning the email templates can be set for each level. The level here means the due date of the Invoice for each customer like if it is due for less… Continue reading Dunning Email Template