Articles tagged #OR
Articles tagged
#OR
How to Use the Adjust Inventory Worksheet
Go toTransactions > Inventory > Adjust Inventory Worksheet.
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.
Show Sales Order Number Pop-up Message on Item Receipt via Workflow
User wants a pop-up message that shows the transaction number of the relatedSales Orderof theItem Receipt during creation, before setting any field value.
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.
Void a Vendor Bill that was Posted on a Closed Period
Scenario
Solution
Handling Inventory Items with Alias SKU
You should create separate inventory records for every item rather than creating alias stock keeping unit (SKU).
Item Search to see which Item does not have a Preferred Location
Item Search to see which Item does not have a Preferred Location
Remove Item Options and Add to Cart Button Per Item Record
Currently, un-checking the "Don't Show Price" checkbox in the Web Store tab of an item record, removes the "Add to cart" button per item product page. That will also hide the price of the item. This option will not hide the item options for matrices as well as the custom ones.
Specific User > Custom Role > Access Approve Bills Page > Unexpected Error
Unexpected error occurs when specific user on a custom role accesses the Approve Bills page while other users can access the page without getting any error.
Restrict Custom Role From Accessing Purchase Order Register Report
The custom role can access the Purchase Order Register Report even when no permission for Vendors is granted to the role.
Loading a Report > Very Slow > Error after a few minutes: "Failed to Execute Report" After Several Minutes
A report generation depends on the volume of data. Therefore, it is expected for reports that look into a lot of records and transactions to take longer to load and eventually may receive a prompt Failed to Execute Report after 3 minutes of loading. Technically, reports that take more than 3 minutes to load may result in this error or not loading at all.
Create or modify custom transaction body fields
Go toCustomization > Lists, Records, & Fields > Transaction Body Fields.
Send Transactions Email to Customers Only with Sales Orders
The user wants to send Transactions Email to Customers only with Sales Order.
Status of the Sales Order is Closed instead of Billed
In this article, you can see the alternate solution forEnhancement 100500. Any unbilled line Item that is Closed in Sales Order sets the Status of the Sales Order to Closed even if it has already billed other Items. For example, in a Sales Order that has 100 transaction lines, if 99 of the items were invoiced while 1 was Closed, the status of the Sales Order is set to Closed.
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.
Saved Search > Show Changes to Roles and Permissions
A user wants to create a saved search that displays any changes made to Roles or Permissions.
Role Permission > Access Demand History by Item Report
A user wants their custom role to access the Demand History by Item Report.