Articles tagged #PARENT
Articles tagged
#PARENT

Identifying Parent Tasks

Structure project tasks in a hierarchical format, dividing them into parent tasks and subordinate tasks to effectively organize the various elements of a project.

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Remove Parent-Child Relationship on Customer

When viewing the parent customer, she can see the child (subcustomer) customers under the Relationships > Subcustomers tab. The user would like to remove the relationship between the subcustomer and the parent customer record.

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Customer Saved Search Shows Total Sales for Both Parent and Child Customers

User wants to create a Customer saved search that returns the Total Sales for both Parent and Child customers.

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Sum-up All Child Proposals to Generate a Single Asset

The Asset Proposal feature in the Fixed Assets Management SuiteApp enables you to propose all the transaction line items in the original transaction.

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Multiple Elimination Subsidairies

The customer has multiple Subsidiaries for one Parent Subsidiary. The user would like to know which subsidiary will be used on the Elimination entry.

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Search for Entity Bank Details Without Parent Entity

Entity Bank Details are usually created from Customer or Vendor record. This way, the Entity Bank Details record is directly linked to the Customer/Vendor as its Parent Entity.

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Mass Delete Item Records through Inline Editing

To be able to mass delete Item Records using the Inline Editing function.

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Remove Parent Name and Display SubCustomer Name Only in Sales Order

When creatingSales Transactions such as Sales Orders for a Child Customer, the name displayed in the Customer field of the Sales Order is usually in this format:

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Display Child Item Name and Exclude Parent Item Name in Results of Saved Search

User wants to display only the child item name in search results. Since there is no field or setting that excludes the hierarchical information, users will have to use a formula to achieve this. This Formula (Text) works when used in 'search results'.

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