Month: March 2023

Adding images in item record to display in website

For display the item image in website check the website setup and find out the image format.Then if the format is of imagecode_{category1}_{category1} then in item record check the image code and make the uploaded imagename same as format. Then in live hosting files > product images folder path upload the image. If a item… Continue reading Adding images in item record to display in website

Proposal For Check the possibility of adding two buttons in replace of the toggle button.

Check the possibility of adding two buttons in replace of the toggle button in the Nickolls and Perks UK-SCA.  This proposal will include the possibility of adding two buttons in replace of the toggle button in the Nickolls and Perks UK-SCA.  Requirement  The client would like to redesign the item page including two buttons that… Continue reading Proposal For Check the possibility of adding two buttons in replace of the toggle button.

CSV Import to Update Percent Complete Override

1. Navigate to Setup > Import/Export > Import CSV Records2. Import type: Select Relationships3. Record Type: Click Projects4. Select the CSV File to upload.5. Click Update button.6. Field mapping: ID: Job: ExternalId Internal ID: Job: Internal ID Accounting Period: Job Percent Complete Override 1 : Accounting Period Cumulative Percent Complete: Job Percent Complete Override 1 : Cumulative Percent Complete. 7. Import Map Name: Enter any name value8. Hit Save andRun.

Percentage of Revenue Recognized is not Equal to the Project Progress

Revenue Arrangement is associated with a Project and uses Percent Complete revenue recognition rule. Percent Complete Override in the Project record was also set to 28%, however in the associated Revenue Recognition in the related revenue arrangement is already 71%. Solution Customer may want to check when was the actual date the revenue recognition journal entries were… Continue reading Percentage of Revenue Recognized is not Equal to the Project Progress

How to calculate commission based on the contribution percentage in saved search

Create a Transaction saved search With types Invoice and credit memo. Add contribution% in results and other necessary data The formula of the Commission is when the contribution is greater than 25% and less than 50%. Round to Hundredths CASE WHEN Round({contribution},2)>= 0.25 AND Round({contribution},2)< 0.50 THEN ((NVL({amount},0)-NVL({quantity}{custcol_aha_sales_invoice_cost},0)+NVL({quantity}{custcol_nsts_rm_purchase_rebate},0))((NVL({amount},0)-NVL({quantity}{custcol_aha_sales_invoice_cost},0)+NVL({quantity}{custcol_nsts_rm_purchase_rebate},0))/NULLIF(NVL({amount},0),0)))(25/100) ELSE 0 END The formula of Commission… Continue reading How to calculate commission based on the contribution percentage in saved search

How to add Payment processing profile edit/view option to a specific role

For adding the payment processing profile (edit/view)[Navigation: Setup>Accounting>Payment processing Profile]permission to a specific role. Go to ” Setup>User/Roles>Manage Roles ” and add the “Credit card processing” to the “setup” section of the Permission tab of the role which we need to give access to the payment processing profile.