Order to Cash
Show Sales Order Number Pop-up Message on Item Receipt via Workflow
User wants a pop-up message that shows the transaction number of the relatedSales Orderof theItem Receipt during creation, before setting any field value.
Show a Pop-up User Message/Note When a Customer Is Selected in Sales Order
There are scenarios when a user should be notified by a pop-up message after selecting a Customer in a Sales Order transaction.
Send Transactions Email to Customers Only with Sales Orders
The user wants to send Transactions Email to Customers only with Sales Order.
Email Transactions (Invoices/Cash Sales/Sales Orders) to Customers as PDF attachment instead of HTML
Transactions are emailed to recipients as part of the body of an email instead of as a PDF attachment.
Status of the Sales Order is Closed instead of Billed
In this article, you can see the alternate solution forEnhancement 100500. Any unbilled line Item that is Closed in Sales Order sets the Status of the Sales Order to Closed even if it has already billed other Items. For example, in a Sales Order that has 100 transaction lines, if 99 of the items were invoiced while 1 was Closed, the status of the Sales Order is set to Closed.
Providing E-document Subsidiary Preferences Record Access
The administrator can provide access to custom roles for e-document subsidiary preferences record.
Setting Up Electronic Invoicing Preferences
You are given access to the e-document subsidiary preferences record to view or edit the account level and subsidiary level preferences in the Electronic Invoicing Preferences page.
Item Receipt created from Return Authorization does not have GL Impact
Item Receiptcreated fromReturn Authorization(stand alone) does not post GL Impact ifOverride Rate field (item level) is blank. This will also be the case if the Item Receipt is created from a Return Authorization that is created from a Sales Order, wherein the related Item Fulfillment does not have GL Impact. This is because Item Receipt only posts amount to reverse the effect of the Item Fulfillment.
Electronic Payments > Add Permission to a Custom Role to View Entity Bank Details
Electronic Payments > Add Permission to a Custom Role to View Entity Bank Details
Show Child Subsidiary Name on the Email Subject of Invoice Instead of Parent Company Name
In this article you can find alternate solution for Enhancement 313190. The Subject when emailing an invoice shows the Parent Company Name instead of the Child Subsidiary.
Send Transactions Email to Customers Only With Invoices
Transaction email can be sent to customers through Invoice records only.
Set Custom Price for Specific Item on Customer Record
User would like to set aCustom PriceforItem/sfor a specificCustomeronly.
Allow Users to Add Other Relationships to Entities
User is unable to add Other Relationship, such as Vendor, Partner and Other Name, from a Customer Record.
Permission to Access Inbound Shipment on a Custom Role
User with custom role is unable to access Inbound Shipment.
Print Shipping Label with Advanced Standard Template Gives Unexpected Error
Print Shipping Label from Item Fulfillment using Standard Shipping Label PDF/HTML Template gives an error:"An unexpected error has occurred. Please click here to notify support and provide your contact information.".
Reopen a Closed Customer Return Authorization
User re-opens a Customer Return Authorization that was accidentally set to Closed status.
Hierarchy of the Default Accounts Receivable Account
Under the customer record, options available will be those A/R type accounts and Use System Preference. By using this latter option, you can assign the Default Receivables Account to what is set on the Accounting Preferences page.