Jcurve Support Articles

The user has a Custom Accountant role with permission for theExpense Reportset toFull.Using the role, the user navigates to theApprove Expense Report page to view lists of expense reports for approval. Aftera checkmark is placed on theExpense Reportto approve and clickSubmit,the page reloads but theExpense Reportchecked is stillUnapproved.

To import Vendor or Customer Name with special characters, do the following;

A user needs to restrict users from editing the mapping and settings of a saved CSV import that they have shared.

A user wants to return a user error via workflow whenever a user tries to delete purchase orders that are not created by them.

A user is trying to select an account in the Account for Corporate Card Expenses dropdown field in an Expense Report, but when saving the record, the value under this field is missing.

User needs to set their emails to show only one email address on the FROM email address sent from the system

A user would like to know how they can assign a specific custom form to a specific role

Items are not showing on the web store.

If you only provide domestic shipping or cannot ship to certain countries, you can designate which countries you want customers to be able to select in your Commerce web store.

User wants to set the Document Status of Estimates based on their Probability.

The user gets the error saying:Please enter value(s):for Serial/Lot Numberwhen billing theSales Order.

The user wants to remove the newly added button at the middle-right part of the dashboard.

The user wants to remove one of the employees listed on the standard Sales Rep field in entity/transaction records. However, when the user navigates to the Lists > Employees > Employees, the employee is not listed. The employee may have a generic name such as "Pre-Sales, Sales - Professional Services, Accounts, Marketing Team", etc.

By default, the page width is set to percentage and the page alignment field is disabled.

System allows fulfilling of Sales Orders more than current Quantity On Hand even if Fulfill based on Commitment setting is set to "Limit to Committed" and the user is fulfilling items using the Standard Sales Order Form.

The only way to add the AR aging summary report to Home Dashboard portlet is by way of creating a standard KPI - Receivables. The KPI provides a link to the report. When you click on Today in the KPI, the AR aging summary report opens. The report is not available as a snapshot.