Can use the below-written function within Client Script
Month: January 2022
Line Level Ship-to and Shipping Cost on Credit Memo.
If it is a partial Credit Memo, are shipping and handling cost per lines re-calculated?Yes, changes in the line item (e.g. quantity, amount) will trigger the system to set the Shipping Cost to recalculate wherein the user has to click on the Calculate link. Alternatively, users can go to the Shipping > Shipment subtab > then click on the Calculate… Continue reading Line Level Ship-to and Shipping Cost on Credit Memo.
Customer Search to Turn off Default Credit card Setting on Customer Record for Mass Update.
Customer Search to Turn off Default Credit card Setting on Customer Record for Mass Update a. Navigate to Reports > Saved Searches > All Saved Searches > New. b. Click Customer link. c. Under Criteria tab > Standard subtab > add filter > Default Credit Card > select Yes. Note: To pull up all customers with default credit card on record. d. Under Results tab > Columns subtab >… Continue reading Customer Search to Turn off Default Credit card Setting on Customer Record for Mass Update.
UNABLE TO FULFILL ORDER > LOT NUMBER IS NOT AVAILABLE DUE TO QUANTITY REALLOCATED TO OTHER ORDERS
When the quantity committed for a Sales Order with Lot Numbered Item has been reallocated to another order via Transactions > Inventory > Reallocate Items, the Lot Number commitment will be retained on the previous sales order if the Lot Number will not be removed. Thus, when fulfilling the other order, the Lot Number is not available to be selected. To… Continue reading UNABLE TO FULFILL ORDER > LOT NUMBER IS NOT AVAILABLE DUE TO QUANTITY REALLOCATED TO OTHER ORDERS
Apply a Deposit to Multiple Customers’ Invoices.
When Accepting Customer Payments/Deposits and applying them to Invoices it is required to select one customer in the Customer field. So to be able to record a Deposit and Apply it to Different Customers Invoices first create a Journal Entry and then individually apply the Journals Entry to the individual Invoices. Journal Entry: 1. Navigate to Transactions > Financial > Make Journal Entries 2. In the Line tab:… Continue reading Apply a Deposit to Multiple Customers’ Invoices.
Report to Show Bills Paid via Electronic Payments.
When paying Entities (Vendors, Employees, Customers) using EFT Bill Payment, there is no feature right now to extract the Bills paid via the Payment File Administration record. To get a list of the Bills paid per PFA, you may use the following saved search setup and export the results for further reconciling: 1. Navigate to Lists > Search > Saved Searches > New > Transaction 2. Under… Continue reading Report to Show Bills Paid via Electronic Payments.
Bar Codes and Item Labels
The Bar Coding and Item Labels feature automatically generates a bar code for each item based on the Item Name/Number, or Stock Keeping Unit (SKU), on the item record. Item bar codes are generated based on the contents of the Item Name/Number field in an item record. Most bar codes use a number or alphanumeric… Continue reading Bar Codes and Item Labels
How to Turn off the Return Form on Packing Slips
By default the returns form prints on the bottom of the packing slips. To turn off the Return Form so it no longer displays on Packing Slips: 1. Go to the Setup tab. 2. Click Company. 3. Select Printing, Fax & Email Preferences. 4. Click Printing sub tab. 5. Under the Transactions heading, untick Print Return Form with Packing Slip. 6. Click Save.
Fulfill Orders > Filtering Specific Location But Showing Different
Scenario: – Sales Order # 1 is created with location equal to “Location 1” on the body level.– Sales Order # 1 have “Location 2” on the line item level. This is due to the preferred location of the item– User navigates to Transaction > Sales > Fulfill Orders and set Bulk Fulfill From Location… Continue reading Fulfill Orders > Filtering Specific Location But Showing Different
Payments
Within the Payments drop down, you can set up your bank account details to enable you to process bulk payments and ABA files for EFT uploads. After going through the initial Trial Wizard, you will be set up with default bank details in this screen. 1. Go to the Payments dropdown. 2. Click Setup. 3. Select Bank Details. 4.… Continue reading Payments