scenarioOnce the Approver rejects the transaction (Purchase Order) the record is opened in an edit mode and enters the reason. Solution Go to customization> Workflows> Workflow> New Record Type: TransactionSub Type: Purchase OrderEvent Defenition: On Create and On View or UpdateTrigger Type: AllClick on New Field and create a new custom field To store the… Continue reading Rejection Reason using Go To Record Action in Workflow
Author: Parvathi K J
Creating Custom Report Snapshot
To create a custom snapshot, customize a standard report and create a snapshot of the customized report when you run the report. Go to report> Report overview> select the report you want to customize then customize the reportAfter that on the result page in the right corner select the snapshot icon Please note that a… Continue reading Creating Custom Report Snapshot
Creating Terms of Payment
Terms are used to specify when payment is due on customer invoices and vendor bills. Define the specific requirements of a term of payment by creating a term record. You can create different payment terms for different customers or vendors. To create a term record go to billing> Setup> Payment Terms> New On the Add… Continue reading Creating Terms of Payment
Set the form in Purchase Order based on the Purchase Type
This workflow is for setting up a custom form for the purchase order based on Purchase Type.Example: Purchase Type: Purchase Type(1) the Custom Form is PO Form A Purchase Type: Purchase Type(2) the Custom Form is PO Form B Solution Customization> Workflow> Workflows> New InitiationEvent-Based EventOn create Trigger TypeBefore Record Load State 1New Action >Set… Continue reading Set the form in Purchase Order based on the Purchase Type
Mark an Account Transaction as Cleared
If the account transactions do not have corresponding imported bank lines to match, on the Match Bank Data page, we can mark the transaction as cleared, pending submission. Transactions that have been marked as cleared appear in the review subtab on the Match Bank Data page. To Mark an Account Transaction as cleared Go to… Continue reading Mark an Account Transaction as Cleared
Add line item memo field of transaction in the Income Statement Report
ScenarioThe client wants to add the line item memo field of the Journal entry in the Income statement Report SolutionMemo fields are useful in showing the transaction details or notes entered by the user.Go to Report> Financials> Income Statement> Customize under the edit Column tab. In the Add Fields section, expand the Transactions folder. Select Description or we can use ‘message‘… Continue reading Add line item memo field of transaction in the Income Statement Report
Set a Custom form for the sales order on a Specific Customer
ScenarioThe client is creating a sales order from the customer record > Quick action> Sales order. while creating sales order like this client want to set a specific custom form for this particular customer. SolutionGo to customization> Workflows > Workflow> NewRecord Type: TransactionSub Type: Sales OrderEvent Defenition On createClick save(No need to give conditions in… Continue reading Set a Custom form for the sales order on a Specific Customer
Outsourced Manufacturing
Outsourced manufacturing helps customers manage their subcontracted manufacturing processes by purchasing outsourced assembly production from vendors. To enable outsourced Manufacturing: Go to> Setup> Company> Enable Features Enable the below-mentioned features: Purchase Orders – Transactions subtab, Basic Features section Advanced Receiving – Transactions subtab, Shipping & Receiving section Multi-Location Inventory – Items & Inventory subtab, Inventory section Assembly Items… Continue reading Outsourced Manufacturing
Setup a Transaction form Default to a Customer
ScenarioThe client wants to set up a custom transaction form (sales order) default to a specific Customer Solution The customer field in the transaction form is standard FieldFor setup the transaction form default to a customer Go To Customization> Workflow> Workflows> New Record Type: TransactionSub Type: Sales OrderEvent Defenition: Event BasedTrigger Type: AllCondition: Custom Form=(Name… Continue reading Setup a Transaction form Default to a Customer
Drop Shipment PO Creation The Create PO Column is Disabled
While creating a drop shipment PO the customer subsidiary match with the item preferred supplier/vendor subsidiary, then only the Created PO field in the item line is enabled. If the customer subsidiary is different from the supplier/vendor subsidiary of the item the created PO becomes disabled. To enable the Drop Shipments and Special Orders feature… Continue reading Drop Shipment PO Creation The Create PO Column is Disabled