Articles tagged #TRANSACTION
Articles tagged
#TRANSACTION
Editing or Deleting Vendor Prepayment Transactions
You may need to update or delete a vendor prepayment transaction.
Quick Search Portlet
You can add a Quick Search portlet to be able to search for general records or transaction records right from your dashboard.
Saved Search Showing Transactions with Transaction Date Different from Actual Date Created
User would like determine which transactions were backdated and future dated for audit purposes.Create a Saved Search below to know which transactions were dated different from Actual Date Created.
Create Custom Role That Is Able To Enter Memorized Transactions
An Administrator would like to have a custom role that able to enter memorized transactions.
Generating an Intercompany Sales Order
Before you can generate an intercompany sales order, you must create an intercompany purchase order.
Exclude certain transactions on Standard Sales Reports
Exclude certain transactions on Standard Sales Reports like journal entry, check, deposit etc.
Create Save Search to Send Email Alerts to Sales Rep When New Sales Order Are Entered
Sales reps regularly monitors newly created orders that are entered under their name. You can create a saved search to sends email alert to sales reps automatically when there are new sales orders generated. This allows them to respond to their customer's order on a timely basis and also be updated on their sales standing.
Create or modify custom transaction body fields
Go toCustomization > Lists, Records, & Fields > Transaction Body Fields.
Send Transactions Email to Customers Only with Sales Orders
The user wants to send Transactions Email to Customers only with Sales Order.
Update Memorized Transactions
User needs to update the details on a transaction that has been memorized.
Resolve Error: "Field is Restricted" in the Month and Year Column of a Transaction Saved Search
Navigate toSetup>Users/Roles>Manage RolesNote:Login as Administrator
Custom Field on the PDF Layout Does Not Print the Field Value on the Invoice Form
A Custom Transaction Body Field was added as a custom element on a Basic PDF Template for Invoice. However, when user tried to print the Invoice, the field's value shows blank. To resolve this, the Sale checkbox must be checked in the Applies To tab of the said field.
Consolidated Exchange Rate Types for Transaction Searches
You can select the type of consolidated exchange rate to apply to results for each transaction search. The consolidated exchange rate type you select applies to amount fields in base currency, such as Amount, Amount (Credit), and Amount (Debit).
Understand Item Commitment Transaction Ordering Preference
User needs to know how the Item Commitment Transaction Ordering works.
Set Up Preferred Packing Slip for Specific Role
Set Up Preferred Packing Slip for Specific Role.
Inline Editing for Save Search with Multiple Transaction Type
User wants to enableInline Editon theSaved Searcheswithmore than one transaction type
Display Record Type and Transaction Number on Email Subject by Send Email Action on Workflow
Utilize a workflow with Send Email action to inform employees about new transactions. It is requested to include Record Type and Transaction Number on Email Subject without filling it manually.