Month: May 2021

A billed sales order cannot be closed, for closing the sales order need to meet the following criteria. The sales order was created using a standard sales order form. The sales order has an amount remaining to the bill. The sales order is in one of the following statuses: Pending fulfillment Partially fulfilled Pending billing

Normally forms are marked as External are related to the Customer center

Multi-book accounting provides the ability to maintain multiple sets of accounting records based on a single set of real-time financial transactions.

We can give access by using the access tab of customer record under which there is a contact tab, in that we can give access to each individual contacts.

The invoice which is issued the time won’t be available back once we issue the credit memo for another billing. For the time to get back the billable list then the invoice need to be deleted

By standard, the system will not give the edit or resubmit option from the employee center once it is rejected by the accounting team but if we set the complete as false in the ER then it will again become editable to the employee

for instance, an error is showing for import “Invalid department reference key 231 for subsidiary 30” this may occurs due to the department wasn’t assigned to the subsidiary.

Compliance Challenges Compliance with new Standards Future-Proofing Solutions Supports ASC 606 requirements Semi-Annual Upgrades Flexible Scheduling Challenges Excel Schedules Manual Management Solutions Auto Revenue Plans Flexible Timing Revenue Journal Entries Challenges Manual Entry Summary Line Detail Solutions Automatic Posting Drill down visibility The 5 Step Model for Revenue Recognition Identify the Contract with the Customer… Continue reading Revenue Management

Sales Dashboard, Reminders, KPIs, Reports sales Sales by Item Sales by Customer Sales by Sales Rep Sales by Partner Sales by Historical Team Sales by Promotion New Customer Sales Open Invoices Item Sales History Churn – Customers Customer Rank Item Rank Gross Profit Gross Profit by Customer Gross Profit by Item Gross Profit by Sales… Continue reading Alignment deck – Roles and dashboards

Use standard “runPaged” function to fetch more than 4000 results from a saved search using script.