Author: Aswathy S Vijayan

How to restrict a custom opportunity form for a specific role?

In order to perform the steps below, use the Administrator role. Navigate to Setup > Users/Roles > Manage Roles Click Edit/Customize by the Role for which the custom form will be restricted Click Forms tab Click Transaction subtab Find the forms with a Opportunity Type Preferred: Enter Checkmark by the form you want to restrict for this Role Enabled: Remove Checkmark for other Opportunity forms Click Save

Duplicate Transfer Order Lines in saved search

Scenario How to remove duplicate Transfer Order Lines in Transfer Order saved search Solution Click Edit to modify the Search Click Criteria tab Click Standard sub tab(add these criteria’s) Main Line = False Tax Line = False Shipping Line= False COGS Line= False Transaction line type = is Item Click Save or Save & Run button

How to reopen a Closed Sales Order

If you close a sales order in error, you can reopen it if it has not yet been fulfilled. To reopen a closed sales order: On the sales order record, click Edit. In the Closed column of any line item, click to show the box, then clear the box. Click Save.The status of the sales order changes to Pending Fulfillment.… Continue reading How to reopen a Closed Sales Order

Custom Sales Person Roles Are Able to View other Customers Who are not Assigned to them

Scenario: How to restrict the sales reps from viewing other customer’s which are not assigned to them Solution: First identify whether the sales rep has custom role. Then login as administrator 1 Go to Setup>Users/Roles>Manage Roles 2 Edit the custom role 3 In Employee restrictions drop down field set Own and subordinates only . If you want them to see Unassigned … Continue reading Custom Sales Person Roles Are Able to View other Customers Who are not Assigned to them

KPI on dashboard shows no values for the saved searches when run by a sales role.

Scenario: User is unable to get any results of saved search on KPI when using a sales role. Solution: This can be done by enabling core administrative permissions to the sales role. Enable Core Administrative Permissions on the Sales Role Navigate to Setup > Users/Roles > Manage Roles Sales Role: Click Edit Core Administrative Permissions: Enter Checkmark Click Save Note: By assigning Core Administration Permissions to a… Continue reading KPI on dashboard shows no values for the saved searches when run by a sales role.

How to set memo field changes in a non-editable field in Sales Order?

Scenario: Need to remove the memo or edit the memo field, The memo to be saved in a none editable field and only show the NEW memo entered or empty memo field if removing the memo. The saved memo should be named “Previous memo “and stamped with date and time! Solution: To create Saved Search… Continue reading How to set memo field changes in a non-editable field in Sales Order?

Send sales rep Email with Attachment via Scheduled Workflow

Create Custom Entity Field to act as a flag in Saved Customer Search Results Navigate to Customization > Lists, Records, & Fields > Entity Fields > New Label: Enter LabelExample: SalesRep Statement Email Type: Select Check Box Store Value: Enter Checkmark Navigate to Applies To Customer: Enter Checkmark Click Display Subtab: Select Main Click Save Create Saved Customer Search with Open Balances Navigate to Lists > Search > Saved Searches > New Click Transaction Search Title: Enter TitleExample: SalesRep Statement Email Click Criteria  Click Standard Filter:  Select SalesRep Statement Email (Custom) Customer Statement Email: Select Yes Click Set… Continue reading Send sales rep Email with Attachment via Scheduled Workflow

How to add Memo Field in the Sublist Under Related Records Tab of Sales Order Record

1. Create Saved Search Navigate to Lists > Search > Saved Searches > New Click Transaction Search Title: Enter Title Click Criteria Filter:Note: For every required field use the drop-down menu to select it and once adjusted click Add if needed. Select Main Line Main Line: Select Yes Click Set Click Results Click Columns Field: Select Memo Click Available Filters Filter:Note: For every required field use the drop-down menu to select it and once adjusted click Add if needed.… Continue reading How to add Memo Field in the Sublist Under Related Records Tab of Sales Order Record

Create a Saved Search for Changes in Memo Field of Item Fulfillment

We can show changes in the memo field for IF records by creating a Saved Search. Navigate to Lists > Search > Saved Searches > New Click Transaction Search Title: Enter Title Click Criteria Click Standard Note: Always click ‘Add’ once Filter is selected and adjusted, as needed. Select Type any of: Select Item Fulfillment (or any type, depending on your use) Click Set Select Main Line Main… Continue reading Create a Saved Search for Changes in Memo Field of Item Fulfillment