Author: Delna Domini

There are some instances when users would like to use the Quick Add Portlet to create new records and then do the other needed logic via script, thus, they would need to know which script trigger gets triggered when using the said portlet. Client Script triggers such as save record, post sourcing, recalc and validate… Continue reading Functions that gets triggered when using Quick Add Portlet

The information being pulled into the remittance slip is coming from the Name in the Primary Information section of the Customer record as well as the Addressee field found in the Address tab. Normally, the entries made on the Name and Addressee fields are the same. To correct this, remove the entry on the Addressee field or at least, put in… Continue reading Company Name is printing twice in the Remittance slip

The Minimum Term becomes available for selection if the Term is set to Perpetual.  It must not be shorter than and should be divisible by the Billing Frequency.  This will define the number of subscription charges to be generated upon create of subscription for a perpetual term.

Users attempts to delete Group (List > Relationships > Groups > Edit Group > Actions > Delete) returns: This record cannot be deleted because it has dependent records. Any Group which has been used to Bulk Merge operation or Marketing Campaign cannot be removed anymore. Only one option is to inactivate the respective Group by marking Inactive checkbox on the Group record itself. Note: Bulk Merge history is stored in Documents > Mail Merge > Merge History. Appropriate Group is displayed in Group column. Marketing Campaigns are saved under Lists > Marketing > Marketing Campaigns.

To create this search please follow the steps below: 1) Navigate to Reports > New Search > Transaction 2) Under Criteria tab: –Add Type is Sales Order — Add Main Line is False 3) Under  Results tab: — Add Sales Rep — Summary Type is Group — Add Number (this is the SO number) — Summary Type is Group— Add Amount — Summary Type is Sum— Add Item  — Add Quantity— Add Item Fields…Purchase Price (this is the cost of the item)– Summary Type is Sum… Continue reading Search Saved to Show Profitability Per Transaction

The values in the Amount column, are calculated based on the Consolidated Exchange Rate set in the Results tab of the Transaction Saved Search. If users would like the amount to be the same as the net variance shown on the Currency Revaluation Record, they can perform the following: 1) Edit Search 2) Under Results tab > Consolidated Exchange Rate = None 3) Click Save… Continue reading Expose Currency Revaluation Search Amount for Exhange Rate Variance Account Same as the Net Variance of the Currency Revaluation Record

To do this:1) Navigate to Transactions > Sales > Enter Sales Orders > List.2) Click View on one Sales Order record.3) Hover mouse to Customize link, found above the page title, and choose Customize Form.4) Navigate to Actions tab > Standard Actions subtab.5) Mark the Show check box for Close Action Name.6) Click Save.

When creating or running a report, there is always a Date footer at the bottom. If there is a need to change that Date to another Date field (e.g., Date Closed, Date Received, Due Date, etc.) then follow the steps below: 1.    Customize the report 2.    Go to the Filters tab 3.    Click on the Date filter 4.    Click the Insert button 5.    Select the… Continue reading Remove and Replace the Standard Date Footer on Reports by Another Date Field

When navigating to Reports > Customer/Receivables > Customer Profitability > Detail and if Credit Memosor other transactions are not appearing one possible reason could be the account that is being impacted on the Credit Memo or other transactions are not the same as the account that is being impacted on the invoice or it is not an accounts receivable account.

Navigate to Reports > Saved Search > All Saved Searches > New. Click on Transactions Under Criteria tab > Standard subtab, add the following:         – Type: is Sales Order         – Item Fields…: Class: any of None.      4. On Results tab, there are pre-populated fields to show the sales order information. You may add/remove any fields you want to see the results differently.    5. If you want to see the results with just… Continue reading Transaction Search for Sales Orders with Items Without Class