Mindu Paul – knowledgebase JJ

Save a search to retrieve the list of items whose ‘PMAP’ field value is either not set or has not been changed today.

To print checks and forms

Navigate to Transactions > Management > Print checks and forms. Select the required category. Select the desired form from the drop down and check the ‘ALLOW REPRINTING’ checkbox. The list of required categories will be displayed below. Select the desired one and take a printout by checking the checkbox.

Resource Allocation Approval standard process

Resource Allocations are designed to help resource managers allocate and assign the right resources to projects based on availability, skill sets, and other criteria. Navigate to Activities > Scheduling > Resource Allocation > New to create resource allocation. Then click on the button ‘New Resource Allocation’ While creating a new resource allocation, we can choose… Continue reading Resource Allocation Approval standard process

Saved Search for Invoices with Tax Item but Zero Tax Amount

Navigate to Lists > Search > Saved Searches > New Click Transaction On Criteria tab > Standard subtab Select Type as Invoice Select Tax Item Select is none of – Not Taxable – and None Click done 6. Select Formula (Numeric) Set Formula= {‌taxtotal} equal to 0 Click done 7. Click Preview or Save

Create customer payment and use the credit memo to pay the invoice

How can we use search.lookUp fields

Search to retrieve the DT orders whose DT status changed on the previous day.

Create and save a file to the file cabinet

Create Buttons in Items, Sales Order and Invoice Records

/** * @NApiVersion 2.1 * @NScriptType UserEventScript */ define([‘N/record’, ‘N/ui/serverWidget’,’N/runtime’], /** * @param{record} record * @param{serverWidget} serverWidget */ (record, serverWidget) => { /** * Defines the function definition that is executed before record is loaded. * @param {Object} scriptContext * @param {Record} scriptContext.newRecord – New record * @param… Continue reading Create Buttons in Items, Sales Order and Invoice Records

Permission to edit Customer Deposit

const ROLES = [ 1112 , 1046]const LOCATION = [29]/*** Defines the function definition that is executed before record is loaded.* @param {Object} scriptContext* @param {Record} scriptContext.newRecord – New record* @param {string} scriptContext.type – Trigger type; use values from the context.UserEventType enum* @param {Form} scriptContext.form – Current form* @param {ServletRequest} scriptContext.request – HTTP request information… Continue reading Permission to edit Customer Deposit