Author: Akshay Suresh

Add URL for a Terms and Conditions Document on Transaction Printouts

1. Create a Terms and Conditions like a PDF  or a Word document.2. Upload the Terms and Conditions  file to the File Cabinet.3. Navigate to Documents > File > File Cabinet > Find a folder to save the file.4. Click Add File.5. When the file is uploaded, edit and mark Available Without Login.6. Copy the URL.7. Click Save.8. Navigate to Customization > Lists, Records, & Fields > Transaction Body Field > New. Select Hyperlink… Continue reading Add URL for a Terms and Conditions Document on Transaction Printouts

To Remove Center Tabs, Center Categories or Links from Advanced Partner Center

1.  Navigate to Setup> Users/Roles > Manage Roles 1.  Locate “Advanced Partner Centre“, Click”Customize” button 2.  Enter Name (Example:”Customize – Advanced Partner Centre”) 3.  Permissions > Setup > add Custom Center Category,Custom Center Tabs & Publish Dashboards 4.  Level = Full 5.  Save 2.  Switch Role to Customize -Advanced Partner Centre (e.g. assign it to some Partner and then log is asrespective Partner) 3.  Remove Center Tabs: 1.  Go to Center Tab you… Continue reading To Remove Center Tabs, Center Categories or Links from Advanced Partner Center

Enable Multi-Location Inventory feature – Report to show all serialized inventory items on hand after the feature enabled

Problem:  Enable Multi-Location Inventory feature – Report to show all serialized inventory items on hand after feature enabled   Solution: 1.  Navigate to Reports >Inventory/Items >Inventory Valuation Report2.  Click on Customize button3.  On Edit Columns > Under Inventory Item > select Serial/Lot Number4.  Click Preview button to view the Report It shows all the serial numbers on hand for that item.

Print the Date of Billable Times in an Invoice

1. Navigate to Customization > Forms > Transaction Forms. 2. Edit the invoice form used in the transaction(s). 3. Under Printing fields tab > Columns subtab, mark the Print/Email checkbox for the Date Billed field. 4. Click Save. ** This only works when Printing Type is set to Basic.

Automated Intercompany Management feature is greyed-out

Scenario: ·        Navigate to Setup > Company >Enable Features > Accounting tab ·        AutomatedIntercompany Management feature is greyed-out Solution: ·        Make sure that: 1.   There is an Elimination Subsidiary under the Setup > Company > Subsidiaries > Root Parent Subsidiary 2.   Elimination subsidiary should have the same Currency with the Root Parent

Convert Amount to Words

Create a Transaction body field and uncheck the store value check box In the Validating & Defaulting Add the Formula in the Default Value column by checking the formula checkboxFormula : CASEWHEN {payment} = 0 THEN ‘ZERO’ELSECASEWHEN FLOOR({payment}) = {payment} THENTO_CHAR(TO_DATE(TO_CHAR(TRUNC({payment}, 0)), ‘J’), ‘JSP’) || ‘ ONLY’ELSETO_CHAR(TO_DATE(TO_CHAR(TRUNC({payment}, 0)), ‘J’), ‘JSP’) || ‘ AND ‘ ||TO_CHAR(FLOOR({payment}… Continue reading Convert Amount to Words

Employee field does not appear on Purchase Order form

Standard Employee field is not displayed on Purchase Order form, although it is checked to be shown on Edit screen of the Purchase Order form. To expose Employee field on Purchase Order form is needed to have “Purchase Requests” Company Feature enabled. Navigate to:1. Setup > Company > Enable Features.2. Employees subtab > Time & Expenses section.3. Ensure that “Purchase Requests” feature is enabled.4. Save. Note: Be aware that Employee field is… Continue reading Employee field does not appear on Purchase Order form

Customer enabled the Multi shipping route feature, thus the system requires that per line taxes per transaction also be enabled, however, all their customer is tax exempt

Sales Order form and invoice transaction form should have the tax column enabled to show per line taxes On Setup > Accounting > Setup taxes: 1.    Enable Tax Lookup on Sales transaction = T 2.    Customers Default to Taxable = blank 3.    Charge out of district Sales taxes = blank 4.    Per Line Taxes on Transaction = T (but grayed out) 5.    Charge Sales tax on… Continue reading Customer enabled the Multi shipping route feature, thus the system requires that per line taxes per transaction also be enabled, however, all their customer is tax exempt

Company Information Element on PDF Layouts

Company Information displayed on PDF Layouts can be sourced from one of three areas: The Default Company Address information set for the company found under Setup > Company > Company Information > Address fieldNote: For OneWorld Accounts the Subsidiary Address will be displayed (can be found by navigating to Setup > Company > Classifications > Subsidiaries > Address subtab > Address field of a particular Subsidiary selected) When using custom transaction… Continue reading Company Information Element on PDF Layouts