Articles tagged #VENDOR RECORD
Articles tagged
#VENDOR RECORD

Remove or Delete Bank Details on Electronic Bank Payments

There are two ways to disassociate a bank detail from the vendor record. You can either remove their link, or delete the bank detail record itself.

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Save Vendor Bill with Error: Invalid Account reference key xxx for entity xxx

There are two scenarios that could trigger the error:

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Importing Vendor Records with Special Characters

To import Vendor or Customer Name with special characters, do the following;

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Get Total Unbilled PO Amount on Vendor Record Using Client Side Script

The total unbilled amount which can be seen in theAmountfield on theVendorrecord is based on the items' total quantity multiplied by their respective amounts. Some use cases permits users to change the rate of each item on theVendor Billrecord which will sometime exceed the totalPurchase Orderamount set in thePurchase Orderrecord.

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Remove items in the Financial tab of the Vendor Record

Remove items added in Vendor record under Items subtab of Item records' Financial tab.

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Role Saved Search for Roles with Permission to Create Vendors

Role Saved Search to show all the roles that has the ability to create vendor records.

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Mandatory Name Field on Entity Bank Details Record

Since versionElectronic Bank Payments 2018.2 there were implemented several changes, one of which is the added mandatoryNamefield on theEntity Bank Detailsform and the ability to process payments usingSecondaryBank Accounts.

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