Saved Search to Show Inventory-Affecting Transactions in the Item Record

Follow the steps below to create Saved search to show inventory-affecting transaction in the item record: 1. Navigate to Lists > Search > Saved Searches > New > Transaction.2. Under the Criteria tab > Standard sub tab > Filter column, add the following: Account > select the Asset account Posting > is true Main Line > is False 3. Under the Results tab > Columns sub tab > Field column, add the following: Date Number Type Quantity Under the Available… Continue reading Saved Search to Show Inventory-Affecting Transactions in the Item Record

How to resolve the error when adding or changing email in the customer profile.

This happens when a user is changing an email address on a customer record with existing Access to Customer Center on the Access tab (Give Access = True) or when a user is providing the customer a new access to Customer Center role without selecting any of the two fields: Send New Access Notification Email or Manually… Continue reading How to resolve the error when adding or changing email in the customer profile.