Articles tagged #IS
Articles tagged
#IS
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.
Consolidated Exchange Rate Types
The Consolidated Exchange Rates table includes three consolidated exchange rate types. Current, Average, and Historical. Each accounting period, accounting book (when Multi-Book Accounting is enabled) and subsidiary pair has its own set of three consolidated exchange rate types. The value of a subsidiary account multiplied by its consolidated exchange rate provides the account value in consolidated financial statements.
Electronic Payments > Add Permission to a Custom Role to View Entity Bank Details
Electronic Payments > Add Permission to a Custom Role to View Entity Bank Details
Allow Custom Role to Access to Demand Planning
Custom role is unable to see all the items from Transactions > Demand Planning.
Role Permissions to Receive Transfer Orders
User wants to add Permissions to a Role in order to Receive Transfer Orders.
Allow Users to Add Other Relationships to Entities
User is unable to add Other Relationship, such as Vendor, Partner and Other Name, from a Customer Record.
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.
Permission to Access Inbound Shipment on a Custom Role
User with custom role is unable to access Inbound Shipment.
Permission to Create Inventory Count
Navigate toSetup > Users/Roles > Manage Roles
Permission Violation When Forwarding a Message From a Customer Record
Since User A does not have the necessary Permission for the Transaction where the Email originated from, he is not able to forward messages that originated from Transactions. However, user can send or forward Emails that originated from Customer records.
Enabling Payroll Tab on Administrator Role
An user needs to access Payroll tab functionality using an Administrator role instead of Payroll Admin role. Payroll tab is added on Payroll Admin role by default.
Drop Zone Is Missing in Records with File Drag and Drop
The missing dropzone can be caused by several factors:
Adding Disclaimers to Transaction Form Footers
You can add a footer to the bottom of your standard transaction forms. Footers can be used to add text and space for a variety of reasons such as:
Moving Fields and Lists Between Subtabs
You can move fields and lists (the Contacts list on entry forms, for example) between subtabs on entry forms. After you have made changes on the Custom Form page, click Save & Move Elements to move fields and lists on the form to other subtabs.
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.
Create an Automatic Email Notification to be Sent to the Creator of a Journal Entry once it is Approved
Scenario
Solution
1. Go to Reports > Saved Searches > All Saved Searches > New
2.Choose Transaction
3. On Criteria tab, click Standard
4. Set the following filters:
- Type : is Journal
- System Notes : Type : is Change
- System Notes : New Value : starts with Approved for Posting
- Send Email Alerts when Records are Created/Updated: Enter Checkmark
- Recipient From Results:
- Send on Update: Enter Checkmark
- Recipient Field: Enter Created By
8. Click Save & Run
Approve Purchase Order > Email sent to the Vendor
Scenario
- Setup > Company > Email Preferences > Transactions tab >Vendors Default To Email Transactions = F
- Vendor record > Preferences >Send Transactions > Via Email = F
- Purchase Order > Communication >To be Emailed = F
- When Purchase Order was approved, it sent a copy to the Vendor