Articles tagged #OPEN
Articles tagged
#OPEN
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.
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.
Saved search to show Vendor Name only to Open Purchase Orders report
Scenario:
Solution:
- Navigate toLists>Search>Saved Searches>New
- SelectTransaction
- Enter aSearch Title
- Go toCriteriatab >Standardsubtab,
Filters:- TypeisPurchase Order
- MainLine isTrue
- StatusisnoneofPurchase Order:Closed,Purchase Order:Fully Billed,Purchase Order:Rejected by Supervisor
- Go toResultstab >Columnssubtab
- ClickRemove Allthe
- Add the followingFields:
- Date
- Document Number
- Vendor : Company Name
- Vendor : Name
- Status
- Amount
- ClickSave&Run
Open Sales Order Report > Show Amount Remaining to Be Billed
This is currently logged as anEnhancement 26537.As an alternate solution, a Transaction Saved Search can be created.
Role Permissions > Access to Delete Open Deposits
A user creates a custom role with the ability to delete bank deposits and customer deposits.
Reopen a Closed Customer Return Authorization
User re-opens a Customer Return Authorization that was accidentally set to Closed status.