Articles tagged #CREATE
Articles tagged
#CREATE
Unable to Link Quote to Opportunity
Scenario
It is standard behavior that users cannot link opportunities to existing quotes. To link opportunities to quotes, users need to use the Create New menu from opportunities.
Solution
- Navigate toTransactions>Sales>Create Opportunities>List
- OpenOpportunityrecord
- ClickSalestab
- ClickQuotessubtab
- ClickNew Quote
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.
Creating Custom Report Snapshots
If standard report snapshots are not providing the information that you need, you can create custom report snapshots to be displayed in dashboard portlets. To create a custom snapshot, customize a standard report that currently generates snapshots, and create a snapshot of the customized report when you run the report.
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.
Create a Single Purchase Order from Multiple Order Requisitions
A user needs to create a single Purchase Order from multiple Order Requisitions
Create a Saved Search to Find Transactions Created by Administrator Roles
Create a Saved Search to find transactions created by an Administrator role.
Create a Saved Search to Display Sales Orders with No Files Attached
User needs to have Transaction Saved Search to display Sales Orders with no files attached under the Communicationtab > Files subtab.
Recreating a Payment File
You can recreate a payment file and its field values, only if the payment file has aFile Processed?status ofProcessed.
Add a Saved Search Filter for Item Fulfillments Created Within the Last Hour
A user needs to see a list of Item Fulfillment records created within the last hour.
No Items Showed on Create Inventory Count Page
Scenario
This holds true even if the previous inventory count made on 12/31/2020 has already been deleted. This last inventory count date is not editable because this is based on the inventory count generated from the create inventory count page. Itis also not advisable to delete an inventory count as there may be inventory adjustments related to it.
Solution
- Navigate toTransactions>Inventory> EnterInventory Count
- Populate required fields with preferred values
- Itemstab
- SelectItemfrom the drop-down list
- ClickSave
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 Saved Search Version of Sales by Customer Report
Create a Saved Search version of Sales by Customer Report. The purpose of this will be to bypass certain customization limitations experienced in reports. Saved Search will allow for greater customization flexibility to best fit the user's business needs.
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.
How to Create a Search for Customers with No Recent Activity under the Activities Subtab
The user wants to see all customers who have no recent activities under the Communication tab > Activities subtab.
Create a Show Message Action on Edit Event with a Workflow
There is a requirement to add a pop up message on a record on edit mode. A Workflow can captures multiple events such as create, edit, and etc.Note:The Show Message action runs on create and edit by default. It does not have a field to specify if it should run on only create or edit.A solution would be to create a new Workflow that only contains the Show Message action.
Create or modify custom transaction body fields
Go toCustomization > Lists, Records, & Fields > Transaction Body Fields.
Role Saved Search for Roles with Permission to Create Vendors
Role Saved Search to show all the roles that has the ability to create vendor records.