Articles tagged #ACTION
Articles tagged
#ACTION
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.
Use Inline Edit on Custom Fields in a Transaction Saved Search
User would like to use Inline Edit Custom Body Fields in a Transaction Saved Search.
Journal Entries > Related Records tab > Payments subtab > view applied to and applying transaction to this transaction
Scenario
- Journal Entry#1 (JE1) has Accounts Receivable debited while Journal Entry#2 (JE2) has the same Accounts Receivable account credited for the same amount
- These journals were applied to each other via Customer Payment
- Related Records tab > Paymentssub tab of:
- JE1showsJE2as the payment applied to it
- JE2shows no value
- User needs to viewJE1in theJE2transaction form >Related Records tab > Paymentssub tab
Solution
- Navigate toLists > Search > Saved Searches > New > Transaction
- Set the following values:
- Public =True
- Available as Sublist =True
- In theCriteriatab:
- SetUse Expressions =True
- Add the following filters in theStandardsub tab:
- Type =Journal
- (Applied To Transactions : Internal ID (Number) =is not empty or
- Applying Transactions : Internal ID (Number)=is not empty)
- In theResults tab > Columnssub tab
- SetSummary Type =Groupfor the following fields:
- Date
- Number
- Applied To Transaction
- Applying Transaction
- On theAvailableFilterssubtab, add at least one available filter to the search, and ensure that the first filter listed is aList/Record type. Otherwise, the saved search is not available to assign as a sublist.
- Renamethe search
- Example: Journals Applied
- ClickSave
- Set the following values:
- Navigate toCustomization > Forms > Sublists > Transactiontab
- Set:
- Search =Journals Applied
- Label =Journals Applied
- Tab =Related Records
- Journal =True
- ClickSave
- Set:
Canceling a Vendor Bill
You can review a vendor bill and decide it should not be approved for payment. In such cases, you can cancel the bill. The Cancel button only appears on the form in View mode when the status of the bill is Pending Approval.
Linking Transaction Forms
On the Linked Forms subtab, you can specify which transaction form is used when you transform one transaction into another. You can create a chain of transaction forms that mirror your business workflow.
Customize and then Print the G/L Impact page
Customizing the GL Impact page is currently filed as Enhancement #88496
Mass Update Custom Form on Existing Transactions via Mass Update Script
A user prefers to use a single form for all transactions (new and existing) as other custom forms need to be inactivated.
Saved Search > Transaction > Sales Orders in Pending Fulfillment Status with No Backordered Quantity
Create a Transaction Saved Search that displays Sales Orders in Pending Fulfillment Status with no Back Ordered quantity.
Workflow > Approve > Error: "Author Internal ID or Email Must Match an Employee"
Scenario
Solution
- Navigate toCustomization>Workflow>Workflows
- ClickEditbeside the Workflow to modify
- Locate theStatecontaining the Send Email Action
- Double-clicktheState
- ClickSend Email Action
- Condition:
- ClickOpenbeside the Condition field
- Workflow Condition:
- Field: SelectNext Approver
- Compare Type: Selectnot empty
- ClickSave
- ClickSave
- ClickDone