Articles written by Pattranit Lakhan
Articles written by
Pattranit Lakhan
For Invoice Grouping Checkbox Is Greyed out on Sales Order
When a user is viewing a Sales Order, theFor Invoice Groupingcheckbox is greyed out and cannot be unchecked. TheInvoice Groupfeature is enabled in the account.
Next Bill/Bill Remaining Button Not Showing on Sales Order
Scenario
Solution
2. ClickEdit
3. Click onRefresh Items from Project
4. ClickSave
After the record loads, the Next Bill button should now appear on the Sales Order
Update Item Information on Sales Order Using Workflow
Scenario
Solution
- Navigate toCustomization>Workflow>Workflows>New
- Basic Information:
- Name:EnterName
Example: Auto Update Items - Record Type:SelectTransactions
- Sub Types:SelectSales Order
- Execute as Admin:EnterCheckmark
- Release Status:SelectReleased
- Name:EnterName
- Initiation:SelectEvent Based
- Event Definition:
- On Create:EnterCheckmark
- On View or Update:EnterCheckmark
- Trigger Type:Select-All-
- ClickSave
- ClickNew State
- ClickState 1
- Lower Right Corner:ClickNew Action
- ClickAdd Button
- Parameters:
- Label:EnterLabel
Example: Update Item - Save Record First:EnterCheckmark
- Label:EnterLabel
- ClickSave
- Double-clickState 1
- ClickTransitions
- ClickNew Transition
- Basic Information:
- To:SelectState 2
- Condition:
- Execute on Button:SelectUpdate Item
- ClickSave
- Double-clickState 2
- ClickNew Sublist Action
- Parameters:
- Sublist:SelectItems
- ClickSave
- ClickSublist Action Group
- ClickNew Action
- ClickSet Field Value
- Parameters:
- Field:SelectItem (Line)
- Value:SelectFrom Field
- Record (Join):SelectCurrent Record
- Field: SelectItem (Line)
- ClickSave
Create Open Sales Order Saved Search to Display Sales Order Internal ID
Although standard Open Sales Orders report can be customized, the option to add column specifically with Sales Order Internal ID is not available at the moment. As a workaround or alternate solution might serve a Saved Search which results would be identical to Open Sales Order Report with additional column with internal ID of the transaction.
Re-Bill Items from Purchase Order that were Previously Cancelled
Scenario
Solution
2. ClickItemstab
3. Remove the lines that have a cancelled Bill record
4.Re-input the items and other details
5. ClickRelated Recordstab
6.Item Receipt: ClickEditon the related Item Receipt
7. ClickAction
8. ClickDelete
Note:Retain the Item Receipt record for the correctly Billed item
9.Go back to the Purchase Order record and clickSave
10. ClickBill
Restrict Custom Role to Specific Custom Record Page Only
Userwants to restrict aRolefrom accessing other pages apart from a specificCustom Recordpage.
Show User Who Logged in Using at Least 2 Different IP Addresses in a Day Via Login Audit Trail
Scenario
Solution
- Navigate toLists>Search>Saved Searches>New
- New Saved Search:SelectLogin Audit Trail
- Search Title:EnterTitle
- Criteria:ClickSummary
- Summary Type:SelectCount
- Field:SelectIP Address
- IP Address:SelectGreater Than
- Value:Enter1
- ClickSet
- ClickAdd
- ClickStandard
- Filter:SelectDate
- Date:Selectwithin Today
- ClickSet
- ClickResults
- Field:SelectFormula (Date)
- Formula:EnterTO_DATE({date})
- ClickAdd
- ClickSave & Run
Resolve Inability for Custom Role to Edit Purchase Orders via Inline Editing
Scenario
Custom role with Purchase Order permission, set to Edit access level, is unable to edit Purchase Orders via Inline Editing.
Solution
- Navigate toSetup>Users/Roles>Manage Roles
- Custom Role:ClickEdit
- General:
- Restrict Time and Expenses:RemoveCheckmark
- ClickSave
Display Files Attached to Records on a Transaction Saved Search
Users need to create a Saved Search todisplaythe attached Files on transaction records on a column with a live hyperlink that allows the download of the file.
Set Default Account on Cash Refunds using Workflow
User would like tocreate a workflow that will automatically set user's preferred account when creatingCash Refunds.
Save Vendor Bill with Error: Invalid Account reference key xxx for entity xxx
There are two scenarios that could trigger the error:
Transaction > Price Level on Transaction Line Item Defaults to Custom
User needs to create sales orders wherein entering an item defaults thePrice Levelto 'Custom'.
Update Status of Closed Purchase Contract
User needs to update a Purchase Contract but it is already Closed.
Removing Credits From Deleted Vendor Payments
It is important to understand that deleting a vendor bill payment or a customer payment does not automatically unapply credits that you have applied. If you need to delete a payment that includes bills or invoices with credits applied, you must open each credit and unapply it separately.
Missing Items when Receiving Purchase Orders
When trying to receive purchase orders, some or all of the line items may not appear on the item receipt form.
User in a Custom Role Cannot Access Results on Event Saved Search Even When Event Permission is Added
When the Permission for Events is set to Full on the Custom Role, Events with Event Access of Show as Busy or Private are only visible to Administrator, Organizer of the event or Users that are listed under Attendees sublist.
CSV Import of Unapplied Customer Payment
CSV Import of Unapplied Customer Payment.
Write off Remaining Amount of Invoice Using Credit Memo
User wants to write off remaining amount of Invoice. This can be done by using Credit Memos. However, ensure that the Invoice being written off do not contain Inventory Items because this will have an effect on the Cost of Goods Sold account.
Show Results of Saved Search for Custom Roles When Using The Filter Amount Is Less Than 0
When user creates a Transaction Saved Search with Amount is less than 0 in Criteria tab, it might not be visible for custom roles, even if permissions were set up correctly by Administrator.