Tag: Department

Assign Class Department Location fields to Customer and Other Entity Records

Currently there are no Class, Department, and Location to Entity Records. A possible alternate solution is to assign a Custom Segment to the Entity and source to new transactions. Solution 1. Navigate to Lists > Relationships > Customers 2. Customer line: Click Edit 3. Hover over Customize 4. Click New Field 4. Label: Enter Label 5. Type: Select List/Record 6. List/Record: Select Department (or Class/Location) 7. Store Value:Enter Checkmark 8. Click Applies To 9. Enter Checkmark for Entity records where the… Continue reading Assign Class Department Location fields to Customer and Other Entity Records

Expense Report Approval Issue

Scenario – User facing issue when approving Expense Report of his subordinate. The error message is related to a permission violation issue.In the expense report, the Next approver is the supervisor but he is not able to approve the expense report Solution – The issue was with the Departments. The expense report has the department… Continue reading Expense Report Approval Issue

Allow per line Department is Enabled but the Updates on the Header level Reflected in Line Level

The “Allow per line department” preference is enabled in the account. But the department value selected at the header level is also reflected in the transaction line level even if no department value is selected at the line level. This is because, at the transaction line level, the Department field is not exposed in the… Continue reading Allow per line Department is Enabled but the Updates on the Header level Reflected in Line Level