Articles tagged #DISPLAY
Articles tagged
#DISPLAY

Display Total Discount Field Using Advanced PDF if Amount Is Greater Than Zero

On the Advanced PDF/HTML templates of transaction records, the total discount amount is displayed using the variablerecord.discounttotal, but there are instances where the transactions do not have any discounts.

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Setting Up Customer Center Price Preferences

Set the display of current price in the Order Guide Entry popup window in the Customer Center role.

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Sales Order Saved Search to Display Related Invoice, Item Fulfillments, Purchase Orders, and Bills

User requires a Sales Order Saved Search to show related Invoices, Item Fulfillments, Purchase Orders and Bills on each column.

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Discount Item With Negative Rate Displays Positive When Used as Promotion in Transaction Records

Discount Itemrecordsthat indicatesNegative Rate(E.g.-20.0%) in Promotion records will indeed displayPositive(E.g.20.0%)in transaction records (E.g. Sales Order) by design.

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Display Missing Transactions on Payment Subtab of a Deposit Record

There are missing transactions on the Payments subtab of the Make Deposits page.

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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.

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Use Display Name/Code to Add or Search For Items in Sales Order

Users are unable to Use Display Name/Code to Add or Search For Items.

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Display Employees Permissions

Create a Saved Search that will display all the permissions assigned to an Employee.

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Merge Action is Not Displaying as a Button in a Vendor Record

SCENARIO

User wants to display the Merge action as a button in a Vendor record instead of a menu.

SOLUTION

  1. Login as Administrator
  2. Edit a Vendor record
  3. Navigate toCustomize>Customize Form
  4. ClickActions
  5. ClickStandard Actions
  6. Merge:
    1. Show:EnterCheckmark
    2. Display As:SelectButton
  7. ClickSave

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Adjust the Width Size of a Custom Field

User needs to adjust the width of a Text Box on their custom case form to a smaller size.

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