ScenarioUser reports that they cannot see the results of the Saved Search that is set to Public SolutionFor users with non-admin role to view the results of a saved search, an Administrator should mark the box called “Run Unrestricted” found in the Results tab of the search.For Transaction Saved Search: Navigate to Lists > Search… Continue reading Saved Search Not visible to Non-Admin Roles Even if it is Public
Author: Anand Mohan
Restrict specific Item List containing the character “PRO” in the line field on Sales Order Forms of a Custom Role.
ScenarioRestrict specific Item List containing the character “PRO” in the line field on Sales Order Forms of a Custom Role SolutionNavigate to Reports > New SearchClick ItemClick Create Saved SearchSearch Title: Enter TitleCriteriaStandard: FiltersAdd: Name does not contain PROClick SaveNavigate to Customization > Forms > Transaction FormsPreferred Sales Order Form: Click EditNote: This will be… Continue reading Restrict specific Item List containing the character “PRO” in the line field on Sales Order Forms of a Custom Role.
The custom Field is Not Available to Add in a Saved Search Criteria Tab, Results Tab or Available Filters Tab
Scenario: Not able to add in a Saved Search Criteria Tab, Results Tab or Available Filters Tab an existing custom field.Solution: Custom field is not available as an option in a Saved Search Results tab > Columns subtab or any of the tabs (Results, Available Filters). The custom field is applied to the correct record… Continue reading The custom Field is Not Available to Add in a Saved Search Criteria Tab, Results Tab or Available Filters Tab
User needs to create a saved search opportunity to get the details based on posting period.
Scenario: User needs to create a saved search with period filter with From and To dates since it is not available in Opportunity serach. Solution: Navigate to Reports > Saved Searches > All Saved Searches > New. Transaction Change Search Title Under Criteria tab, the following must be set: Type: Opportunity On the Results tab: Add the following Fields. Brand Location Internal ID On the Available… Continue reading User needs to create a saved search opportunity to get the details based on posting period.
User need to stop the default email send to customer when a sales order is been created for the same.
Scenario: When a sales order is been created a mail for the is send to the customer. User needs to sending the mail to the customer. Solution: Need to check and rectify the scenario/option to send default mail to the customer. Go to Customization> Forms> Entry Forms. The “Checked” option for “To Be E-mailed” field… Continue reading User need to stop the default email send to customer when a sales order is been created for the same.
Users need to create custom field under the financial subtab to display the total amount in prepaid expense account for respective vendor.
Scenario: User need to know the total amount in the prepaid expense account for each vendor rather than going to the prepaid expenses register. Solution: First user needs to create a saved search to draw the total amount from the prepaid expense account for the vendor. Search> Saved searches> New.Select Transaction.Enter the Name.Check Public checkbox.Under… Continue reading Users need to create custom field under the financial subtab to display the total amount in prepaid expense account for respective vendor.
Functionality to not create PO for one item with all Dropship item having same preferred vendor.
Scenario: User needs to not create PO for a dropship item with all dropship item in the SO having same preferred vendor. Solution:Go to Transaction> Sales> Enter sales orders.Create sales order with all items having same preferred vendor and make create PO column blank for the specific item for which the PO doesn’t needs to… Continue reading Functionality to not create PO for one item with all Dropship item having same preferred vendor.
Customize the Trial balance report to show the opening balance and closing balance for period amount
Scenario: User need to customize the Trial Balance Report that shows the accounts’ opening and closing balance for the period. Solution 1. Navigate to Reports > Financial > Trial Balance > Customize2. Name: Enter required title of the report3. Go to Edit Columns tab:4. Report Preview: Select Debit/Credit Column5. Click Remove Column button Note:Add the required columns and enter the following fields To Create Opening… Continue reading Customize the Trial balance report to show the opening balance and closing balance for period amount
Create custom categories to standard tabs:
Scenario: User needs to create a custom category for the center tab. Solution: Go to Customization > Center and Tabs > Center Categories > New.On the Center Category page, complete the following steps: In the Label field, enter a name for the category.In the ID field, enter an ID for the category, if required.From the… Continue reading Create custom categories to standard tabs:
Creating the Center Tabs for the Custom Center of for all.
Scenario: User needs to create a Custom Center tab for accessing the specific categories for custom role or for all. Solution:To create a center tab:Go to Customization > Centers and Tabs > Center Tabs > New.In the Label field, enter a name for the tab.Users click the name to view the contents of the tab.From… Continue reading Creating the Center Tabs for the Custom Center of for all.