Prospect is converted into customer in the following sales transactions. Record Transaction performed Converted into Prospect Sales Order Customer Prospect Cash Sale Customer Prospect Invoice Customer
Tag: Sales order
Lead to customer transactions through sales transactions.
Lead is converted into customer in the following sales transactions. Record Transaction performed Converted into Lead Sales Order Customer Lead Cash Sale Customer Lead Invoice Customer
Restricting the sales order creation based on the checkbox field in the customer record
Description Upon saving the sales order record, the script will verify whether the customer’s checkbox named “Disallow Create Order” is checked. If the checkbox is found to be checked, it will restrict the update or creation of the sales order each time on its save.
Workflow to restrict Sales Order creation.
A workflow can be developed to prevent the creation of Quotes or Sales Orders for customers without checking at least one of the required checkboxes in the corresponding customer record. This can be done by using the “Return use error” action in a state and giving the required conditions as shown below. With this condition,… Continue reading Workflow to restrict Sales Order creation.
Proposal for Credit limit Customization
Proposal Summary This proposal summarizes the functionality implementing credit limit customization within the sales order record. Requirement VKC Nuts Pvt Ltd wants to implement a credit limit customization within the sales order. when approving a sales order, it becomes necessary to verify the credit limit balance of each customer. Only if the credit limit balance… Continue reading Proposal for Credit limit Customization
“You can only cancel orders without shipped fulfillments.”
Scenario: While cancelling the Sales Orders users are getting this message, even though no fulfilments are associated By design, only Sales Order with Pending Approval status can be Cancelled. However, when a Customer Deposit with Fully Applied status is found on the Sales Order, the system will not allow the order to be cancelled. Solution Please… Continue reading “You can only cancel orders without shipped fulfillments.”
To approve a sales order
Go to Transactions > Sales > Approve Sales Orders (Administrator) A list of orders shows at the bottom of the page. In the Supervisor field, select a name to filter the sales order list by supervisor. Clear this field to show all sales orders pending approval. Check the box in the Approve column for each… Continue reading To approve a sales order
How to Get the Percentage of Fulfilled Quantity Out of Ordered Quantity
Navigate to Lists > Search > Saved Searches > New >Transaction. Under Criteria tab, set the following:Type- Sales OrderDate- (specify a specific period)Main Line-falseTax Line-falseCOGS Line-falseShipping Line-false Under Results tab NumberNameQuantityQuantity Fulfilled/ReceivedFormula (Percent) > Formula = nvl({quantityshiprecv},0)/nullif(nvl({quantity},0),0) Enter a Search Title. 5.Save & Run.
Auto Populate Ship date in Sales Order using script
CSV Import: Sales Order > Error: Invalid item reference key xx.
Recommendations: 1. The CSV Import file shouldcontain the same Item Name format as shown in Transactions > Sales > Enter Sales Orders > Items tab > Items subtab> Item drop down field. 2. Internal ID can also beused instead of Item Name. Just make sure that on the field mapping page, clickon the pencil icon beside the Item field and ChooseReference Type = Internal ID. 3. Verify if theItem is Inactive. If the Item record… Continue reading CSV Import: Sales Order > Error: Invalid item reference key xx.