Create a Saved Search that will Show Number of Expense Reports filed by Employee

1) Navigate to Lists > Search > Saved Searches > New 2) Choose Transaction as Search Type 3) Under the Criteria tab > Standard subtab, add the following filterDate = is (choose date range, ex. last fiscal year)Type = is Expense ReportMain Line = is true (Yes) 4) Under the Criteria tab > Summary subtab,… Continue reading Create a Saved Search that will Show Number of Expense Reports filed by Employee

Create Multiple Links in a Custom Field

Solution Navigate to Customization > Lists, Records, & Fields > Transaction Body Fields > New Label: Enter Label Type: Select Inline HTML Click Applies To Purchase: Enter Checkmark Click Validation & Defaulting Formula: Remove Checkmark Default Value: Add <br/> tag after each line of hyperlinkExample:<a href=”https://www.netsuite.com”>NetSuite</a> <br/> <a href=”https://www.oracle.com”>Oracle</a> Click Save

How to create a related item group

Go to Commerce > Marketing > Upsell > Related Items Categories > New. In the Category field, enter a name for this related item group.You will select this Category name when adding related item groups to items later in Step 10. (Optional) In the Brief Description field, enter a short message describing this group. On the Basic subtab, select an item from… Continue reading How to create a related item group

Extract Month and Year from Date field

The formulas for extracting Months and Year from a date field in saved searches TO_CHAR({datecreated},’MONTH’) – displays month name (Character) as result. Ex: Aprilinstead of ‘Month’ we can specify the format in which the month should be displayed.MON – Jan, Feb, etcMM – a numeric month from 1 to 12 TO_CHAR({datecreated},’YYYY’) – displays year in… Continue reading Extract Month and Year from Date field

Email failure message

Failure message is:This is an automatically generated Delivery Status NotificationThe following addresses had permanent fatal errors(reason: 4.3.2 Persistent Transient Failure: System not accepting network message) Suggestions As per the Simple Mail Transfer Protocol (SMTP), the email error message “reason: 4.3.2 Persistent Transient Failure: System not accepting network messages” is because of the following reasons, 4.XXX… Continue reading Email failure message

Proposal For Order form Sort by Sub category

Proposal Summary  This proposal covers the scope of sorting the items by sub category in the Order form of Point Australia website.  Requirement  The website order form is now sorting the items with parent category only. The items need to be sorted based on the subcategory as well.  For example, Point Accessories: Category=Hair, Sub-category=Elastics.  Current Working … Continue reading Proposal For Order form Sort by Sub category