Author: Renjima C S

Navigate to Setup > Accounting > Employee Related Lists Record Type: Click Employee Status Click New Employee Status Name: Enter Name Category: Select Category Note: The Category cannot be changed once assigned to the Employee Status. Click Save

The preference of Display Components on Transactions isapplied on sales order by the time the item is added on the sales order. If the preference is not enabled by the time the item is added on the sales order, the components is not going to be printed on the form even if the item record has been… Continue reading Unable to Show Kit Components on Sales Order PDF Template

Navigate to Setup > Customization > File Drag and Drop Setup Global Destination Folder:Select the preferred folder Error Message Recipient:Select the recipient Click Save and Next Click New File Drag and Drop Record Type Custom Form: Select Standard File Drag and Drag Record Type Form Record Type: Select Check Folder Name: Select a Folder Path Click Choose Folder Click Save Click Save & Next Click Finish

Navigate to Setup > Import/Export > Import CSV Records Import Type: Select necessary Import Type Record Type: Select necessary Record Type Click Select Select the necessary CSV File to import Click Open Click Next Data Handling: Select necessary option Click Advanced Options Overwrite Missing Fields: Enter Checkmark Click Next Map the Fields appropriately. Click Next Import Map Name: Enter Name Click Save & Run

One possible cause is that the Make Inventory Available checkbox is unmarked on the Location record. Below are the steps on how to fix this: 1. Navigate to Setup> Company> Locations 2. Edit the Location record 3. Mark the Make Inventory Available checkbox 4. Click Save

Navigate to Setup > Accounting > Accounting Preferences > Order Management Refund in Advance of Return: Enter Checkmark Click Save The reason for the error is because by default, Credit Memo cannot be created from a Return Authorization unless there’s already an Item Receipt.

User needs  to see Zero values on Item Search where Quantity Available is indeed 0. Edit the Search 2. Click  Results 3. Click Columns 4. Field: Select  Formula (Numeric)  Formula: Enter  nvl({‌locationquantityavailable},0) 5. Click Save 

Formula (Currency) | Summary Type: Sum | decode(trunc({‌trandate},’month’),trunc(add_months({‌today},-1),’month’),{‌amount},0) | Custom Label:  Last Month

Navigate to Home > Dashboard Click Personalize Click Report Snapshot Portlet Report Snapshots Portlet Menu: Click Setup Snapshot: Select the Custom Report Snapshot user wants to delete Click Save Report Snapshots Portlet Menu: Click Edit Hover on the Actions button Click Delete

Go to Transactions > Management > Saved Searches > New Click Item Search Title: Enter Title Click Results Click Columns Click Remove All Add Fields as necessary:Note: For every required field use the drop-down menu to select it, once adjusted click Add. Select Name Select Base Price Select Other Prices Under Email tab, mark Send Email Alerts When Records are Created/Updated checkbox. Click Specific Recipients Recipient: Enter Intended Recipient/s  Click Customize Message Insert Field: Select Name Select Other Prices Click Save & Run