Department field not available under Project Activity

Scenario: The deparment field is not available in the project along side of project activity under schedule subtab of project. Here the department field created is linked with the project and the subsidiary, class all are same but its not listed in the project. Reason : The Divsion created was linked with the project but… Continue reading Department field not available under Project Activity

Difference in trial Balance Amount and A/R Aging Report.

Scenario: When the user looks the balance of certain receivable account it donot match with the A/r aging report. The user has different receivales COA. Reason: The result of Receivables in A/R aging report is not directly shown as chart of account instead in the name of clients and here we have to sort the… Continue reading Difference in trial Balance Amount and A/R Aging Report.

Supplier Bank Details

How to run a report to get the details of Bank of suppliers in a Primary Subsidiary? To get the details of Active suppliers bank such as account number,Swift code, BIC etc realted to a particular primary subsidiary and Currency, we can create a Supplier search search in order to get this result: Create a… Continue reading Supplier Bank Details

Error Message”This account has held statment on **/**/****.If you hold another statement for this account the existing held statement will be erased”

Scenario: This error Message POP Up while doing a Bank Reconciliation. Reason: This is a situation in where User Goes to Bank reconcilation and chooses an account which reconcilied partially and made “complete for later” option , which is not actually saved and tries to change the date. Here as the Bank reconciliation is made… Continue reading Error Message”This account has held statment on **/**/****.If you hold another statement for this account the existing held statement will be erased”

Bill button not available for partially billed PO with status Fully Billed

Scenario: Customer created a Purchase Order with multiple Items. In Related Records tab there is an Item Receipt and Vendor Bill piad full. The Amount on the Bill is less than the Amount indicated on the Purchase Order. Despite this fact the Purchase Order shows Fully Billed status. There is no make payment button so they can’t pay balance… Continue reading Bill button not available for partially billed PO with status Fully Billed

Unable to Download Payment File

Scenario: Only Administrator able to dowmload Paymant file some roles are not able to download even if they have the Role Permission Inference: The issue is regarding the restriction imposed on the role. Solution: Log In with the role with administrator Select the the file which showed the error message or not able to download… Continue reading Unable to Download Payment File