HOW TO ADD INTERNATIONAL SUBTAB IN ITEM FULFILLMENT FOR A SPECIFIC SHIPPING CARRIER

Suppose we want to add International subtab on Item Fulfillment when we ship using a particular shipping method. For eg: FedEx. STEP 1 Go to Setup → Accounting → Shipping → Preferences. Select FedEx as the Default Shipping Carrier. In the Preferences subtab, Carrier Basics section, check the International Shipping box. Click Save. STEP 2… Continue reading HOW TO ADD INTERNATIONAL SUBTAB IN ITEM FULFILLMENT FOR A SPECIFIC SHIPPING CARRIER

Picked, Packed and Shipped Date on Item Fulfillment

Enable the Update Transaction Date Upon Fulfillment Status Change preference to pick items in one accounting period and ship in another accounting period. Go to Setup -> Accounting -> Accounting Preferences -> Order Management(Subtab) -> Fulfillment Section -> Check the field “Update Transaction Date Upon Fulfillment Status Change”. After the order status is marked Shipped,… Continue reading Picked, Packed and Shipped Date on Item Fulfillment

Restrict item fulfillment creation including bulk fulfillment action using user event script.

Item fulfillment creation can be restricted using client script in saveRecord entry point. Although item fulfillment can be created using bulk fulfillment. To restrict the item fulfillment creation including bulk fulfillment action, use the user event script below and deploy into item fulfillment.

Create a Saved Search for Changes in Memo Field of Item Fulfillment

We can show changes in the memo field for IF records by creating a Saved Search. Navigate to Lists > Search > Saved Searches > New Click Transaction Search Title: Enter Title Click Criteria Click Standard Note: Always click ‘Add’ once Filter is selected and adjusted, as needed. Select Type any of: Select Item Fulfillment (or any type, depending on your use) Click Set Select Main Line Main… Continue reading Create a Saved Search for Changes in Memo Field of Item Fulfillment

Remove Duplicate Lines in Saved Search for Item Fulfillment

Description Item fulfillment contains only one item but when we search for the same using an Item fulfillment search, it shows two lines as below with one positive quantity and one negative quantity. Solution Using Account Type as filter: Select Account Type Account Type: Select any of Select Cost of Goods Sold Click Set

Saved search to get the Revenue and COGS from Item Fulfillment and Invoices Created from Sales Orders

Saved search steps, Navigate to Reports > Saved Searches > All Saved Searches > New Choose Transaction Modify the Search title On the Criteria tab > Standard subtab > set the following Filters: -Account Type is any of Cost of Goods Sold, Income -Posting is True -Created From fields…Date = set the date -Created From… Continue reading Saved search to get the Revenue and COGS from Item Fulfillment and Invoices Created from Sales Orders

Item Fulfillment Page Does Not Show All Kit Components

User wants to fulfill items in a Kit but the Item fulfillment page does not display all Kit components.  Solution Kit/Package items displays component members in the Item fulfillment page only when these are Lot-Numbered, Serialized and with the Use Bin checkbox marked. This is because specific information are needed to be entered for these to… Continue reading Item Fulfillment Page Does Not Show All Kit Components