Articles tagged #A
Articles tagged
#A
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.
Permission to Edit Vendor Bill Even When Posting Period for AP Transactions Is Locked
A non-administrator needs to edit a Vendor Bill but the posting period for their A/P Transactions is locked.
Effects of Removing Access to the Owner of Report, Saved Search and Custom Record
A user wants to know the effects when the owner's access to the Saved Searches, Reports or Custom Records has been removed.
Item Settings and Stock Levels for Multi-Locations
After you distribute existing unallocated inventory or when you enter new item records, you can configure item settings per location. On item records, you can set a preferred location, reorder point, and preferred stock level. You can also view quantities or inventory levels.
Purchase Requests
A purchase request is a transaction that records a purchase that needs to be made. The request details the item needed and the anticipated price of the item. When the purchase request needs to become a purchase, the request must be converted into a purchase order.
Round Off Custom Field to Nearest Hundredth
A user created a custom field that calculates a value to display the quotient between Quantity (standard line item field) and an Order Quantity (custom line field). However, it is rounding to infinity and they would like it to round to 2 decimal places.
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.
Resolve Error: "INVALID_FLD_VALUE: You have entered an Invalid Field Value XX for the following field: custrecord_assetregister_src_asset"
Scenario
Solution
- Go toList>Search>Saved Searches>New
- ClickFAM Asset
- Search Title: Input title of your search
- Standard Tab>Filter> Search forInactive :clickYes,clickSet
- Results Tab: Make sure to check thatComponent Ofis added
- ClickSave & Run
In order to get rid of the error, you can inactivate the related component record, or you will have to activate the existing inactive component FAM record before running the report.
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.
Modify the Opportunity Status Dropdown List
User wants to add a New Opportunity Status available on the Dropdown.