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Order to Cash

Default Payment Account Hierarchy

Scenario

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Print Picking Ticket Status on Sales Order Changed from True to False

User wants to change thePrint Picking Ticket Statusunder theSystem InformationofSales Orderfrom T to F

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Remove Parent-Child Relationship on Customer

When viewing the parent customer, she can see the child (subcustomer) customers under the Relationships > Subcustomers tab. The user would like to remove the relationship between the subcustomer and the parent customer record.

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Manually Convert Prospect to a Customer Without Creating Sales Order

Scenario

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FulfillOrderNotice:numberbins(xx)nottoitem(xx)

When user tries to fulfill a Sales Order, a notice pops up with a message,"The number of bins entered (xx) is not equal to the item quantity (xx)."

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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.

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Next Bill/Bill Remaining Button Not Showing on Sales Order

Scenario

Customer is trying to create an Invoice from a Sales Order related to a Time and Materials Billing Project. Actual time entered against the project is approved. However, on the Sales Order record, the Next Bill Button is missing. It is also noted that the sales order line item quantity is less than the quantity invoiced.

Solution

1. Open the Sales Order Record
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

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Entering Shipping Details

Use the following procedure to enter shipping details. These fields are available only if you use Multiple Shipping Routes.

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Delete Bill Payment Batch With No Associated Transactions - No Records to Show

There is an existingBill Payment Batchfound inPayments > Payment Processing > Payment Batch List>Opensubtab. Upon viewing theBill Payment Batch, there are no transactions associated. TheBill Payment Batchcannot be submitted since there are no line items.

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Add Amount Due (Foreign Currency) into Open Bills Report

In this article you can find alternate solution forEnhancement 121606. Currently, the Amount Due (Foreign Currency) for A/P Reports including the Open Bills Report is not available.

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Transactions and Amounts shown in the Income Statement Report Under No Class Column

When the Income Statement report is generated and the Column Footer Filter is Set to Class, Amounts show up in the -No Class- Column.

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Transaction > Price Level on Transaction Line Item Defaults to Custom

User needs to create sales orders wherein entering an item defaults thePrice Levelto 'Custom'.

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CSV Import of Unapplied Customer Payment

CSV Import of Unapplied Customer Payment.

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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.

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Change the from Email Address When Sending out Customer Statements

User wants to edit the From Email Address when sending Customer Statements.Enhancement96513is logged, to be able to create and select multiple email addresses for outgoing emails to customers.

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Modify the Opportunity Status Dropdown List

User wants to add a New Opportunity Status available on the Dropdown.

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Shipping Tax Code Blanks After Changing Shipping Address

Shipping Tax Code becomes blank after user changes Shipping Address in new Sales Order.

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Setting Up Customer Center Price Preferences

Set the display of current price in the Order Guide Entry popup window in the Customer Center role.

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Saved Search > Transaction > Sales Orders > Actual Ship Date or Fulfillment Date per Line Item

To create a transaction saved search that shows the actual ship date on the item fulfillment.

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Resolve Error "Failure: Please Enter Value for Location" Threw During Bulk Bill

When a user is processing Bulk Billing an error occurs.

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