Articles tagged #PREFERENCE
Articles tagged
#PREFERENCE
Setting Up Electronic Invoicing Preferences
You are given access to the e-document subsidiary preferences record to view or edit the account level and subsidiary level preferences in the Electronic Invoicing Preferences page.
Understand Item Commitment Transaction Ordering Preference
User needs to know how the Item Commitment Transaction Ordering works.
Using Quantity Pricing
Quantity based pricing lets you automatically apply different sales prices to items that depend on the quantity being sold. This enables you to offer discounts to customers who buy in bulk.
Setting a Default Inventory Costing Method
You can select the type of inventory costing method your business uses. The cost of your inventory is made up by your items' purchase prices and all costs incurred in acquiring these items. The costing method you choose determines how you handle the costs associated with buying the same items at different purchase prices over a certain period.
Hierarchy of the Default Accounts Receivable Account
Under the customer record, options available will be those A/R type accounts and Use System Preference. By using this latter option, you can assign the Default Receivables Account to what is set on the Accounting Preferences page.
Unable to See the Global Subscription Status Field in Entity Record in a Standard Form
Scenario
Solution
- Navigate toSetup>Company>Enable Features
- ClickCRM
- Marketing Automation: Check the checkbox
- ClickI Agree
- ClickSave
To default the Global Subscription Status field to Soft Opt-In for new entities, perform the following steps:
- Navigate toSetup>Marketing>Marketing Preferences
- Unsubscribed to Marketing By Default: Remove theCheckmark
- ClickSave