Show line level Location field in Transaction saved search

In the transaction saved searches, the “Location” field displays the header level location value. There is no standard field available for the line-level location field. So to get the header level and line location, follow the below formula. For the Main Location value, Formula(Text) -> Summary function Maximum -> formula = case when {mainline} =… Continue reading Show line level Location field in Transaction saved search

To apply a new name to custom forms:

When changing the name of a custom field, the name is not automatically updated on custom forms that contain the field. For this, you must:1. After changing the custom field, click Apply to Forms. 2. On the Apply Custom Field to Forms page, change the field label for each form that wants to reflect the change.3. Click Save.

Editing a custom field

1. Go to Customization > Lists, Records, & Fields > [Custom Fields], where [Custom Fields] is the type of custom field you want to modify. This page lists all custom fields configured for that field type.2. Click the name of the custom field that wants to modify. On this page can change the following: Label Field ID… Continue reading Editing a custom field

Proposal For Customization of Group Calendar For Employees with Time Off Events

Proposal Summary  This proposal covers the scope of Customization of Group Calendar for Employees with Time Off Events.  Requirement  Cleerline Technologies would like to get a group Calendar which displays time-offs of a group of Employees and is accessible to all the employees in the particular group.  Our Solution  The requirement can be achieved by… Continue reading Proposal For Customization of Group Calendar For Employees with Time Off Events

Rules on Importing Item Fulfillments via CSV

Rules on importing Item Fulfillments via CSV: 1. The list of sales orders that you are allowed to fulfill can be found when you navigate to Transactions > Sales > Fulfill Sales Orders. 2. Partial Fulfillments via CSV Import are not allowed since we can only import sales order numbers and not the line items. 3. Duplicate sales order numbers arenot allowed. — Sample Template… Continue reading Rules on Importing Item Fulfillments via CSV