Requirement :In an already existing Transaction Search, we want to add Sales Order Number, Invoice Number and Invoice Date. Scenario: Client uses a transaction search to fetch the transaction types customer deposit and payments. However, for Payment records we are unable to display Sales Order Number, Invoice Number and Invoice Date. In other transaction searches… Continue reading Add Sales Order Number, Invoice Number and Invoice Date in a Payment Search
Author: Praiselyn Fiana D
Functional and Financial Impacts of Subsidiary Modification
Areas of the product that may be affected by such modifications include but are not limited to the following: Existing financial statements may be lost with no possibility of recovery. Subsidiaries may get inactivated. Consolidated/Budget Exchange Rates may be irreversibly recalculated. Elimination Subsidiaries may get different parent Subsidiary. Auto-Elimination Journals may post to the incorrect… Continue reading Functional and Financial Impacts of Subsidiary Modification
Search to know Quantities per Location
To create an Item Saved Search that shows Quantity Available per Location refer to these steps: Navigate to Reports > Saved Searches > All Saved Searches > New Click Item Click the Criteria tab > Standard sub tab, add the following filters: Type | Choose the Type of the Item you wanted to include Inventory Location | Choose the Location you wanted to include Click the Results tab > Columns sub tab, add the following… Continue reading Search to know Quantities per Location
On Hand and Available Quantities of an Item per Bin and per Location
Create Saved Search for On Hand and Available Quantities per bin and Location 1.Navigate to Reports > Saved Searches > All Saved Searches > New 2. Click Item 3. Search Title: Enter Title Example: On Hand and Available Quantity per Bin and per Location 4. Click Criteria 5. Click Standard 6. Filter: ○ Select Formula (Numeric) i. Formula: case when {binonhand.location} = {inventorylocation} then 1 else 0 end ii. Formula (Numeric):… Continue reading On Hand and Available Quantities of an Item per Bin and per Location
Quantity Type in Software Vertical Renewals Suite App
This field is available in Item record when the Software verticals renewals Suite App is installed in the account. Quantity Type defines the item’s units. It also affects the renewal behavior of an item. The Quantity Type must match the selected Item Category for the item. An incorrect combination may cause unprocessed renewals for the… Continue reading Quantity Type in Software Vertical Renewals Suite App
Item Category in Software Vertical Renewals Suite App
This feature is available when Software Vertical Renewals Suite App is installed. The item category determines whether an item is renewed and also when it is billed. This field is available in item record. The following item categories are available: ■ License – Perpetual ■ License – Term ■ Maintenance – New ■ Maintenance –… Continue reading Item Category in Software Vertical Renewals Suite App
Error while renewing a Contract
Scenario: Renewal contracts are not created even after clicking “Renew Now” button or by execution of script R05: Renewals Nightly. They are encountering error “This transaction includes items that post to revenue and items that post to deferred revenue. You cannot include both types of items on the same transaction.” Bundle: Software Vertical Contract Renewals… Continue reading Error while renewing a Contract
Report on payments done to vendors in each month.
Scenario User want to create a report to display Payments per Vendor with monthly columns. Solution 1. Navigate to Reports > New Report > Transactions2. On the New Transactions Report page, set the following: – Metric = Amount – Matrix = True – Component = Entity – Field = Name – Column = Month 3. Click on More Customization4. On the Report Builder page, go to Filters tab5. Under the Add Fields section, select the following: – Expand the Transactions folder… Continue reading Report on payments done to vendors in each month.
Solution for error “You have entered an Invalid Field Value XXX for the following field: picker”
Scenario While using Warehouse Management System, when a user is trying to select a pick task using mobile app, user is encountering an error.”You have entered an Invalid Field Value XXX for the following field: picker” . Also when the user tried to edit the record and add “assign picker” the username was not available… Continue reading Solution for error “You have entered an Invalid Field Value XXX for the following field: picker”
Vendor Price and Vendor Price (Entered)
Vendor Price field refers to the value on the Vendor Price Column in a Vendor Record Navigate to Lists > Relationships > Vendors Open a Vendor Record Click Financial Click Items See Vendor Price Column Vendor Price (Entered) field refers to the value on the Item Record Navigate to Lists > Accounting > Items Open an Item Record Click Purchasing/Inventory Click Vendors See Purchase Price column… Continue reading Vendor Price and Vendor Price (Entered)