Author: Delna Domini

To concatenate 3 fields on the results of a saved search, do the following: 1. Create a saved search, List > Search > Saved Searches > New. 2. You may select any search type, for this example select Customer. 3. Navigate to the Results tab and add the field “Formula (Text)” and enter the following as the value of… Continue reading Concatenate 3 fields on the results of a Saved Search

User creates a payment record and applies it against an invoice but later on the payment becomes invalid. To resolve, user needs to follow below steps: I.             Unapply the Payment from the Invoice record 1. Pull up the Payment record on edit mode. 2. Under Apply tab > Invoices sub tab, unmark the Apply box for the invoice it was applied to. 3. Hit Save button. II.          Reverse the… Continue reading Unapply the Payment applied to an Invoice and reverse the impact of the Payment record

You want to create a sales search and divide your sales amount by 3. You want the result to use the format 999,999.9999 1.       Lists > Search > Saved Searches > New : Search Type= Transaction 2.       Criteria tab a.       Type = Invoice b.       Main Line= True 3.       Results tab a.        Name b.       Number c.       Amount d.       Formula (Numeric) ; Formula: To_char({amount}/3,’999,999.9999′) 4.      Save and Run 5.       Sample Preview: Name Number… Continue reading Format and Specify Rounding of Formula(Numeric) on Saved Searches

Shipping Cost of orders are not carried over into the Return Authorization screen. Currently, it is still an enhancement under issue # 102685: Return Authorizations > Would like to carry the Shipping Cost into the Return Authorization when issuing the Refund. The reason why the behaviour is like this is because technically we cannot receive again… Continue reading Include Shipping Cost in the Return Authorization

Close Order button will not be available anymore when:1) The Status of the Sales Order is Pending Approval, Pending Fulfillment, Billed, and Closed.    *A sales order needs to be approved first before it can be closed. This is logical since an unapproved sales order is still not a valid transaction.    *Once a Sales Order has been fulfilled and invoiced (Billed)… Continue reading Close Order Button is not available on the Sales Order

The PO# field in the Inventory Back Order Report is labeled as Reference Number found in the Order Items Pending Fulfillments folder. Here are the steps:                 1. Navigate to Reports > Inventory/Items > Inventory Back Order Report > Customize.                 2. In the Edit Columns tab, add Reference Number from the Order Items Pending Fulfillments folder.                 3. 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

To reflect a price of an Item decreasing on a Sales Order that has been Billed and an Invoice that has been paid the following can be done: 1. Edit the Sales Order and change the price in the Amount column. You will receive the notice: Items on this line have been fulfilled and billed. Are you sure you… Continue reading Change Price on a Billed Sales Order and Paid Invoice

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

There is no field on the Vendor bill record that gives the information on when a vendor bill is fully paid directly on the UI. 1) On a Vendor bill record, if you click on the Related Records tab, under the payments sub tab you will see the link to the bill payments that have been applied to set the status… Continue reading Find the Date when Vendor Bill is Fully Paid