Articles tagged #ITEM
Articles tagged
#ITEM
Setting a Service Item to Create a Project
Utilizing Project Management, you can establish a service item that generates a project each time the item is sold. This functionality applies exclusively to Service For Sale and Service for Resale items. You can specify a service item to initiate project creation and outline the associated tasks. Subsequently, after the sale of these items, you can efficiently generate projects in bulk from sales transactions.
Saved Search to Compare the Base Price and Purchase Price of Items
User would like to compare the Base Price of an Item against the Cost of the Preferred Vendor set in the Item record.
Saved Search for System Notes Notification When Purchase Price Field Is Modified
The user has an existingItemSaved Searchthat would notify him every time thePurchase Pricefield of any item is modified. But when the report runs, users gets an email of anySystem fieldthat has been modified.
Create Saved Search for Drop Ship Items with No Purchase Price
A user would like to create a Saved Search that displays Drop Ship Item with Purchase Price empty.
Item Saved Search for Purchase Price History
User wants to create a saved search for Purchase Price History of items
Last Two Item Labels Get Truncated When Printing More Than 14 Item Labels Using Basic PDF Template
The user needs to print more than 14 item labels on their A4 paper. However, when attempting to print the labels, the last two on the first page get truncated.
Use Last Purchase Price for Item Amount in Purchase Order Creation
The user aims to have the Last Purchase Price as the Item Amount when generating Purchase Orders for their items, rather than the Purchase Price.
Resolve Revalue Standard Cost Error: "Invalid Item Reference key XXXX for subsidiary X"
Lists>Accounting>Revalue Standard Cost Inventory-- Result:Failed: Invalid Item Reference key XXXX for subsidiary X
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)."
Error: "Invalid custrecord_propdisposalitem reference key xx" During Asset Proposal
User is processing an Asset Proposal when an error message of INVALID_KEY_OR_REF Details: Invalid custrecord_propdisposalitem reference key xxis encountered.
Create Saved Search to Show Items Which are Not Component/Member of Any Assembly
Saved Search to show Items Which Are Not Component/Member of Any Assembly.
CSV Import on Inventory Adjustment Throws an Error: "You cannot create an inventory detail for this item"
When importing a CSV File to create or update anInventory Adjustmentrecord, an error: "You cannot create an inventory detail for this item" can be encountered when the item you are importing is not aSerial/Lot Numbered Itemor does not use bins.
Quantity-based Price Levels and Other Related Pricing Schedule fields are Not Available in Service Items for Sale and Resale
Quantity-based Price Levels and Other Related Pricing Schedule fields are not available in Service Items for Sale and Resale items.
Quantity-Based Price Levels Do Not Appear on Service for Sale or Resale Item Records
Quantity-based Price Levels, found under the Sales/Pricing tab of an item record, allow users to set different prices per quantity sold. Sometimes, these quantity brackets do not appear on Service for Sale or Resale item records.
Display Items with Negative Stock (Quantity On Hand) and Send Monthly Email Alert
The user needs to set up a report/search that gets emailed once per month which displays all of the stock negatives at that time.
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
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