Users attempts to delete Group (List > Relationships > Groups > Edit Group > Actions > Delete) returns: This record cannot be deleted because it has dependent records. Any Group which has been used to Bulk Merge operation or Marketing Campaign cannot be removed anymore. Only one option is to inactivate the respective Group by marking Inactive checkbox on the Group record itself. Note: Bulk Merge history is stored in Documents > Mail Merge > Merge History. Appropriate Group is displayed in Group column. Marketing Campaigns are saved under Lists > Marketing > Marketing Campaigns.
Author: Akshay Suresh
Search to Get the Percentage of Fulfilled Quantity Out of Ordered Quantity
1. Navigate to Lists > Search > Saved Searches > New > Select Transaction. 2. Under Criteria tab, set the following:Type is Sales OrderDate is (specify a specific period)Main Line is falseTax Line is falseCOGS Line is falseShipping Line is false*Set other criteria needed. 3. Under Results tab, set the following: NumberNameQuantityQuantity Fulfilled/ReceivedFormula (Percent) > Formula = nvl({quantityshiprecv},0)/nullif(nvl({quantity},0),0)4. Enter a Search Title.5. Hit Save & Run
Remove Journals from A/R Aging Reports
1. Navigate to Reports > Customer/Receivables > A/R Aging > Customize Summary. 2. On the Filters tab > Unpaid ReceivablesTransactions folder > Choose Transaction Type (with the key icon) > then in the Choose Filters at the right, set it to Not Equal To Journal. 3. Save.
Add Custom Entity Field on QuickView when viewing Transaction List or Record.
To achieve this, follow the steps below: 1. Navigate to Customization > Forms > Entry Forms. 2. Customize/ Edit the preferred Entry Form for Lead/Prospect/Customer type. 3. In QuickView tab, add the custom Entity field. 4. Click Save. Fields that have been configured for QuickViews of the entry form will apply to transaction records where these entities can be selected.
Process Invoice Using a Cash Sale
In Transaction > Sales > Create Sales Order > New, when billing a sales order it leads to a cash sale invoice. Factors that affect Billing Sales Order are Terms and Payment Method. Payment Method takes precedent over terms and a Cash Sale will be generated instead of Invoice. To confirm:1. Create a copy of a Sales Order with payment method selected in Billing tab.2. Remove the payment method in… Continue reading Process Invoice Using a Cash Sale
Add a circle in Advanced PDF/HTML Template
The border-radius is a CSS3 property and it is not available in CSS2. The Advanced PDF/HTML Templates only allow for CSS2 properties to be embedded at the moment, so any CSS3 property (including border-radius) will not be reflected in the printout. so use Corner Radius <div style=”width: 150px; height: 150 px; corner-radius: 80px; border: 1px… Continue reading Add a circle in Advanced PDF/HTML Template
Transactions > Customers > Issue Customer Refund > Unexpected Error: Transaction was not complete.
Use the standard form or customize the form and enable the Account form. 1. On the new refund page, check if the Account field is missing.2. If it is, customize the form and check the Account box under the Screen Fields tab > Main subtab.3. Save the form The account field is the bank account used for the… Continue reading Transactions > Customers > Issue Customer Refund > Unexpected Error: Transaction was not complete.
Create a Report to Show Customer Returns Quantity per Item
1. Navigate to Reports > Sales > Sales by Item > Customize Summary. 2. Under Filters link, click on Sales folder. Scroll down and click on Transaction Type folder. Click on Long Name. Set the filter to Long Name is equal to Credit Memo. 3. Enter a Report Name and click Save.
Deleting a Custom Record Throws an Error: “This custom record cannot be deleted because it is referred to by custom fields”.
User is unable to delete a custom record type even when it is not referred to by any workflow/script, item, entity, or transaction fields. Steps to Reproduce: 1. Navigate to Customization > Lists, Records, & Fields > Record Types. 2. Click on the Custom Record Type’s name. 3. Navigate to More Actions > Delete. Actual Result: This custom record cannot be deleted because it is referred… Continue reading Deleting a Custom Record Throws an Error: “This custom record cannot be deleted because it is referred to by custom fields”.
Transaction Saved Search to Display List of Transactions with a Specific Number of Lines
To create a saved search to show a list of transactions, for example Purchase Orders, with only one line or any specific number of lines, follow the steps below: Navigate to Lists > Search > Saved Searches > New. Select Transaction as the Search Type. On the Criteria tab > Standard subtab, enter a filter for Type = Purchase Order. On the Criteria tab > Summary subtab, enter… Continue reading Transaction Saved Search to Display List of Transactions with a Specific Number of Lines