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Articles tagged #NOTE
Articles tagged
#NOTE
Business Intelligence

How to Export All User Notes

Scenario
A user wants to export all of the User Notes in their account.
Solution
  1. Navigate toLists>Search>Saved Searches>New
  2. SelectUser Note
  3. ClickPreview
  4. Click theExport (Excel)Icon

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Order to Cash

Print Picking Ticket Status on Sales Order Changed from True to False

User wants to change thePrint Picking Ticket Statusunder theSystem InformationofSales Orderfrom T to F

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Business Intelligence

Saved Search to Filter Transactions Created by Specific Role/s

User wants to create a Saved Search to filter transactions using specific role/s.

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CRM

Impact of Customer Merge on User Notes

User has two duplicate customer records and the duplicate needing to be merged into the primary record holds important notes. Prior merging, user wish to know if User Notes will be missing or retained when the merge is completed.

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Business Intelligence

Search to Show Changes Made on Price Level on a Specific Timeframe

Below are the steps to create an Item Saved Search to show changes made on price level on a specific time frame.

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Order to Cash

Show a Pop-up User Message/Note When a Customer Is Selected in Sales Order

There are scenarios when a user should be notified by a pop-up message after selecting a Customer in a Sales Order transaction.

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Procure to Pay

Enter Vendor Credits > Selected Items Only

You want to create a supplier credit that has an associated invoice in the system. However, you were unable to find the vendor record list under the Company field.

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