Proposal summary JCurve Solutions would like to create a new report to retrieve data for data from invoices and credit notes that will be received based on the due date of the document. This report will show the current status of documents with open status only. And print reports in Excel format. Requirement New report… Continue reading PROPOSAL FOR รายงานการรับเงินจาก Invoice Report
Tag: saved search
How to search Multiple Items using Item Name
The following Formulas can be used for this search. The user should use the formula numeric as it is compatible only with it. It should be used in the criteria to get the result. CASE WHEN {internalid} IN (1111, 2222, 3333) THEN 1 ELSE 0 END CASE WHEN {internalid} = any(1111, 2222, 3333) THEN 1… Continue reading How to search Multiple Items using Item Name
Display Expected Ship Date on Reports and Saved Searches.
The Expected Ship Date field is coming from the Demand Planning module and is available in the Sales Order item line level. This will be automatically populated based on certain criteria and the user can change this date also. But this field will not be available in the reports and saved searches as the Store… Continue reading Display Expected Ship Date on Reports and Saved Searches.
PROPOSAL FOR CONTRACT UN-INVOICE REPORT
Proposal summary JCurve Solutions would like to create new a report to retrieve data for data from the Invoice, Credit Note document, and link some details from the sale order. The report can recall backdate and need to show documents based on as at date selected. And print reports in Excel format. Requirement New report… Continue reading PROPOSAL FOR CONTRACT UN-INVOICE REPORT
Displaying Saved search results on the Dashboard
For this, first you need to create a saved search. If the saved search is already created, then move on to setting up the custom search portlet. Create the saved search by navigating to Reports -> New Under the Results tab, select the fields Name, date, amount, status, and click save and run. Now you… Continue reading Displaying Saved search results on the Dashboard
Highlighting in Saved search:
In Saved search, we have option to highlight some entries. Steps to be followed: Open the Saved search. In Highlighting subtab, Set the condition ,click on condition field Icon Add the filter and click set. Add the properties to be applied, Text colour , Background color, Bold Then Save & run The entries that satisfy… Continue reading Highlighting in Saved search:
Kit items to show quantity available for each member/component items
ScenarioUsers may want to know the quantity available for each component items of a Kit/Package. SolutionTo track the quantity available of the members of Kit/Package, Assembly/Bill of Materials or Item Group, a Saved Search needs to be created and set it as a Sublist. Step 1: Create a Saved Search Navigate to Transactions > Management… Continue reading Kit items to show quantity available for each member/component items
Blank Columns in saved search formula results
Instead of zero, the saved search formula results in blank column values. This occurs because there may be null/blank values for any field used in the formula. The null/blank field values, when used in a formula result in null. This can be prevented by using the NVL function to replace null values with a quantity… Continue reading Blank Columns in saved search formula results
Saved search to show all the Journals which have the transaction currencies and base currencies are different but the exchange rate wrongly added as one.
Scenario Client created JEs and they made wrong exchange rate in the transaction. i.e., if the base currencies and transaction currencies are different, the exchange rate will not be 1 But they wrongly added one as the exchange rate. So, they want to know which all are the wrongly posted JEs. Eg. USD to USD… Continue reading Saved search to show all the Journals which have the transaction currencies and base currencies are different but the exchange rate wrongly added as one.
Proposal For Payment Details Report
Proposal summary JCurve Solutions would like to create a new report to retrieve data for data from the AP Bill document. This report will show Current status of the document within the selected period based on the payment date. And print reports in Excel format. Requirement New report ‘รายงานแสดงรายละเอียดการจ่าย’ to retrieve data for data from… Continue reading Proposal For Payment Details Report