Articles tagged #TAB
Articles tagged
#TAB
Project Profitability Detail Report Shows "No Data Available"
Make the information on the Project Profitability Detail report show up as it shows "No Data Available" when selected even though amount are in the Summary
Project Profitability Report > Employee Column
User would like to show an Employee Column consisting of First and Last Name on the Project Profitability Report.
Custom Role Cannot Access Project Profitability Report
User with a custom role cannot access the Project Profitability report.
Journal Entries not Available in the Customer Profitability Report
The user creates a Customer Profitability Report by going to Reports > Customers/Receivables > Customer Profitability. However, journal entries are not available on the report.
Restrict Custom Role to Specific Custom Record Page Only
Userwants to restrict aRolefrom accessing other pages apart from a specificCustom Recordpage.
Display Missing Transactions on Payment Subtab of a Deposit Record
There are missing transactions on the Payments subtab of the Make Deposits page.
Quantity Available on Purchasing/Inventory tab is Less than Inventory Detail tab
When the quantity available onPurchasing/Inventorytab is less then the quantity available on theInventory Detailtab.
Advanced PDF/HTML Template > Add Column Lines on Item Table
User needs to add column lines on their Item Table when printing a Picking Slip.
Field Group Tab Is Missing When Customizing a Custom Entry Form
One of the possible reasons why the Field Group tab is not available when trying to add or edit a field group on a custom form, is because the user is still using an old version of the custom form that came from a custom bundle.
Displaying Approved Time as Actual Costs in Advanced Project Profitability Report
When creating project profitability configurations, theTreat Tracked & Approved Timeas Actual Costpreference enables you to select approved time as actual costs without posting time. You can also display tracked and approved time as actual costs on the P&L subtab. Displaying approved time as actual costs ensures the estimate at completion and estimate to complete calculations are more accurate.
Creating Custom Project Profitability Reports
Advanced Project Profitability uses filters to map accounts and items to specific columns and rows within a custom project profitability report. The feature comes with a standard configuration of account and item mappings. You can edit and customize the standard configuration and create custom profitability reports to fit your business needs. You can create multiple configurations. All of your project profitability reports are located at Reports > Projects > Project Profitability Reports.
How to Create a Search for Customers with No Recent Activity under the Activities Subtab
The user wants to see all customers who have no recent activities under the Communication tab > Activities subtab.
Resolve: "An Unexpected Error Occurred" When Viewing Project
SCENARIO
SOLUTION
- Re-toggle theAdvanced Project Profitabilityfeature to retrieve the standard configuration:
- Navigate toSetup > Company > Enable Features
- ClickCompany
- Advanced Project Profitability: EnterCheckmark
- ClickSave
Note:This will automatically retrieve the standard configuration in the Project Profitability setup page
- Create a new configuration:
- Navigate toSetup > Accounting > Project Profitability
- ClickConfigurations
- ClickNew
- Define all settings as needed
- ClickFinish
Note:After saving, user will be redirected to Project Profitability Setup page - P&L Default:select the created configuration
- ClickSubmit