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Articles tagged #VIEW

Articles tagged

#VIEW

Custom Roles Added to the Employee Record Are Not Showing up on the View All Roles Link

Users cannot see custom roles that were given to them in the View My Roles page. There are multiple ways to troubleshoot the behavior such as:

Advanced Accounting

Viewing Intercompany Elimination Results

Run the Intercompany Elimination Report to view an audit trail of the source transactions and the elimination results for a period.

Users & Roles

Permission to Access Review Negative Inventory Page

Scenario :

User needs to identify which permission is needed to access Review Negative Inventory.

Solution :

Navigate toSetup>Users/Roles>Manage Roles
Custom Role: ClickEdit
ClickPermissions
ClickLists
Permission:SelectItems
- Level:Select at leastViewlevel
- ClickAdd
ClickSave

Basic Accounting

Viewing Fixed Asset Reports

You can view a list of the reports that you generated for the past 30 days from the My Reports page.

Business Intelligence

Specific User > Custom Role > Access Approve Bills Page > Unexpected Error

Unexpected error occurs when specific user on a custom role accesses the Approve Bills page while other users can access the page without getting any error.

CRM

Resolve: "An Unexpected Error Occurred" When Viewing Project

SCENARIO

WhenAdvanced Project Profitabilityfeature is enabled, customer gets an unexpected error when viewing/editing projects and project list.

SOLUTION

A possible reason of the unexpected error is missing configuration in the Project Profitability setup which might be deleted by a user.By default, a standard configuration is added whenAdvanced Project Profitabilityfeature is enabled. To resolve the error, user can do either of the following:

Re-toggle theAdvanced Project Profitabilityfeature to retrieve the standard configuration:
1. Navigate toSetup > Company > Enable Features
2. ClickCompany
  - Advanced Project Profitability: EnterCheckmark
3. ClickSave
  Note:This will automatically retrieve the standard configuration in the Project Profitability setup page
Create a new configuration:
1. Navigate toSetup > Accounting > Project Profitability
2. ClickConfigurations
3. ClickNew
4. Define all settings as needed
5. ClickFinish
  Note:After saving, user will be redirected to Project Profitability Setup page
6. P&L Default:select the created configuration
7. ClickSubmit

Advanced Accounting

Restrict Your Subsidiary View

If you are using the Advanced Employee Permissions feature, restrictions set on the Role page are applicable only to the Employees and Employee Administration permissions. The Employee Public and Employee Confidential permissions ignore the restrictions set on this page.

CRM

Viewing List of Subscription Messages Sent to a Recipient

You should avoid sending recipients multiple, repetitive subscription invitation and confirmation messages. You should verify how many of these messages were previously sent before you send another message.

Setup & Customisation

Configuring QuickViews for Custom Records

Unlike built-in standard records, there is no default QuickView for custom records. Because the fields on every custom record are unique, there is no way for the system to set default QuickView fields for all custom records. Therefore, you must create custom record QuickViews yourself by performing the following steps.