Articles written by Milkie Fernandez
Articles written by
Milkie Fernandez
Unable to See the Fulfill Button on Transfer Orders Using a Custom Role
User with custom role is unable to see the Fulfill button when opening an existing Transfer Order with Pending Fulfillment status.
Ad Hoc Reports
You can use the ad hoc reporting feature to create your own reports to fit the specific needs of your business. For an ad hoc report, you can select the type of data you want to report on, the format of the report, and how you want to subtotal and group the information shown on the report.
Non-Inventory Item: Generate Accruals
Non Inventory Items > Generate Accruals = T > Item Receipt has no GL ImpactItem settings at the time the Purchase Order line iscreatedis the basis of whether accruals will be generated or not.Item receipt shows no GL Impact even if Generate Accruals is set to True on the item record.Note:In order for the new setting to take effect, the Purchase Order item line should be created from scratch. As such, making a copy of a Purchase Order that was created before Generate Accruals was enabled will still inherit the old settings. The old settings will also remain if you make a copy of an old Purchase Order, use Copy Previous button to make the new line, and save the Purchase Order.
Cost of Sales Adjustment on Bill Credit
Cost of Sales Adjustmentis not always equal to the amount ofItemsbeing returned in theBill Credit.
Bill Credit GL Impact on Cost of Sales Adjustment
When you create aBill Credit with Item/s (Standalone or from Bill/ Vendor Return Authorization), you will notice that the GL Impact are as follows:
Formula to Add a Link to Transaction Saved Search Which Opens Another Transaction Saved Search When Clicked
There are times when in a master saved search, a user would want to have a link which when clicked would redirect the user to another saved search (child).
Saved Search Results Drill Down Fields
When viewing the results to a saved search where Summary Type is used there are some fields that you can drill down to and others that cannot.
Display Customer Status on Opportunity Saved Search
A user wants to display Customer Stages and Opportunity Status using an Opportunity Saved Search.
Phantom Assemblies
A phantom assembly is typically a non-stocked assembly that groups the components needed to produce a subassembly. For example, compare a phantom assembly to folders on a computer. The folder represents the phantom and the individual files are the components. They are called phantoms because they are not counted as inventory items, but are created to fulfill the requirements of a higher-level assembly.
Examples of Calculated Measures
The following examples show how you can use calculated measures in your pivot tables and charts.
Calculated Measures
A calculated measure is a measure that you can create in your pivot tables and charts using arithmetic operations with base measures. For example, you can use the following definition to calculate profit percentages:
Reports Available for Custom Report Snapshots
The only reports that you can customize to create custom report snapshots are reports that are used to generate standard report snapshots.
Saved Search on Inventory Count of Lot Numbered Items to Show the Inventory Numbers and Quantities on Snapshot Detail and Count Detail
Scenario
Solution
- Navigate toLists>Search>Saved Searches>New
- SelectTransaction
- Search Title:EnterTitle
- ClickResults
- ClickStandard
- Filter:
- SelectType
- SelectInventory Count
- SelectItem
- Selectnot none
- SelectStatus
- SelectInventory Count:Approved,Inventory Count:Completed/Pending Approval
- SelectItem fields...
- SelectIs Lot Number
- SelectYes
- SelectIs Lot Number
- SelectFormula(Numeric)
- Formula:EnterCASE WHEN {transactionlinetype} = 'Snapshot Quantity' or {transactionlinetype} = 'Count Quantity' THEN 1 ELSE 0 END
- Formula (Numeric):Selectequal to
- Value:Enter1
- Formula:EnterCASE WHEN {transactionlinetype} = 'Snapshot Quantity' or {transactionlinetype} = 'Count Quantity' THEN 1 ELSE 0 END
- SelectType
- ClickResults
- ClickColumns
- Field:
- SelectDate
- SelectDocument Number
- SelectItem
- SelectFormula(Text)
- Formula:EnterCASE WHEN {transactionlinetype} = 'Snapshot Quantity' THEN {inventorydetail.inventorynumber} ELSE null END
- Custom Label:EnterSnapshot Lot Number
- SelectFormula(Text)
- Formula:EnterCASE WHEN{transactionlinetype} = 'Snapshot Quantity' THEN {inventorydetail.quantity} ELSE null END
- Custom Label:EnterSnapshot Quantity
- SelectFormula(Text)
- Formula:EnterCASE WHEN {transactionlinetype}='Count Quantity' THEN {inventorydetail.inventorynumber} ELSE null END
- Custom Label:EnterCount Lot Number
- SelectFormula(Text)
- Formula:EnterCASE WHEN {transactionlinetype}='Count Quantity' THEN {inventorydetail.quantity} ELSE null END
- Custom Label:EnterCount Quantity
- ClickAdd
- ClickSave & Run
No Items Showed on Create Inventory Count Page
Scenario
This holds true even if the previous inventory count made on 12/31/2020 has already been deleted. This last inventory count date is not editable because this is based on the inventory count generated from the create inventory count page. Itis also not advisable to delete an inventory count as there may be inventory adjustments related to it.
Solution
- Navigate toTransactions>Inventory> EnterInventory Count
- Populate required fields with preferred values
- Itemstab
- SelectItemfrom the drop-down list
- ClickSave
Items associated with Bin are not showing on Inventory Count page
Itemsassociated withBinare not showing onInventory Countpage
Inventory Count Sheet Does Not Appear for Printing Supply Chain Forms
Inventory Count Sheet does not appear for printing when navigating toTransactions > Management > Print Supply Chain Forms > Inventory Count Sheet
Item Record > Set Item Defined Cost Value to a Null Value
Unable to setItem Defined Cost Valueto a Null Value.
Create Custom Role That Is Able To Enter Memorized Transactions
An Administrator would like to have a custom role that able to enter memorized transactions.
Purchase Price Amount in Saved Search Results Is Different From the Amount on the Item Record
The Purchase Price Amount in the Results of a Saved Search is different from the amount on the Item Record.