Articles tagged #OR
Articles tagged
#OR
Save Vendor Bill with Error: Invalid Account reference key xxx for entity xxx
There are two scenarios that could trigger the error:
Effects of Removing Access to the Owner of Report, Saved Search and Custom Record
A user wants to know the effects when the owner's access to the Saved Searches, Reports or Custom Records has been removed.
Item Settings and Stock Levels for Multi-Locations
After you distribute existing unallocated inventory or when you enter new item records, you can configure item settings per location. On item records, you can set a preferred location, reorder point, and preferred stock level. You can also view quantities or inventory levels.
Purchase Requests
A purchase request is a transaction that records a purchase that needs to be made. The request details the item needed and the anticipated price of the item. When the purchase request needs to become a purchase, the request must be converted into a purchase order.
Removing Credits From Deleted Vendor Payments
It is important to understand that deleting a vendor bill payment or a customer payment does not automatically unapply credits that you have applied. If you need to delete a payment that includes bills or invoices with credits applied, you must open each credit and unapply it separately.
Missing Items when Receiving Purchase Orders
When trying to receive purchase orders, some or all of the line items may not appear on the item receipt form.
CSV Import of Unapplied Customer Payment
CSV Import of Unapplied Customer Payment.
Modify the Opportunity Status Dropdown List
User wants to add a New Opportunity Status available on the Dropdown.
Error When Accessing Saved Search Using Custom Role
A Custom Role views aSaved Searchbut is receiving a notice: "You cannot perform this search because you do not have permission to access employee data. For more information, contact your system administrator."
Show Due Date Field on Vendor Bill Saved Search
The steps below is to create a Custom Date Field that will capture the value of the StandardDue DateField which can then be added on theTransaction(Vendor Bill)Saved Search.
Send Email to Multiple Recipients from a Multi-select field via Workflow
If a user retrieves the value from a multi-select field, it will be in an array.Send Email actionon the other handis similar tonlapiSendEmailAPI which states that a valid recipient it will accept should be any of the following:
Nexus Based Default Transaction Forms
Default transaction forms based on Nexus.
Class per line item is not populating in a sales order transaction
Classper line item is not populating in aSales Ordertransaction.
Custom Role Unable to Access Custom Record Type
Custom Role is unable to access a specific list of Custom Record Type even when the Permission has Access Level of Edit under Role Record > Permissions tab > Custom Record subtab.
Journal Shows the Same Figures in Columns Net Amount and Tax Amount in the Business Activity Statement Total Sales Box G1 in a VAT/GST Report
Reports>VAT/GST>Business Activity Statement> Drilldown Total Sales Box G1 > Journals show the same Figures in Columns Net Amount and Tax AmountHere are few illustrations of the standard behavior when applying GST in Journal Entries.
GST Sales Tax Code is Appearing on Purchase by Tax Code Report
The user has a Tax Code which is specifically made for Sales Transactions. However, whenthe user runs the Purchase by Tax Code report, the said Tax Code is appearing on the report.
Journal Import of Sales with GST Not Showing Up in the Business Activity Statement Report
The user has imported a sales transaction through CSV import of general journals and the CSV template has no mapping for Tax Account column in the Journal which in result made the sales transaction not reflect in the Business Activity Statement Report.
Shipping Tax Code Blanks After Changing Shipping Address
Shipping Tax Code becomes blank after user changes Shipping Address in new Sales Order.
Create a Custom Administrator Role That Does Not Have Any Access to Financial Data
User wants to utilize anAdministratorrole thatdoes not have any access to their financial data.