Item Saved Search for Items On Hand displaying Quantities, Total Values and Serial/Lot Numbers per Bin

Navigate to Lists > Search > Saved Searches > New. Select Item as the Search Type. Under Criteria tab, add the following filter: Field | Description | Formula Use Bins | is true      Formula (Numeric) | is 1 | Case when {‌inventorylocation.id}={‌inventorynumberbinonhand.location.id} then 1 else 0 end Inventory Number/Bin on Hand : On Hand | is greater than 0 Under Results tab, click the Remove All button and… Continue reading Item Saved Search for Items On Hand displaying Quantities, Total Values and Serial/Lot Numbers per Bin

The use of the catalogsearch_reset_search_result event.

Identify the module or extension that defines and dispatches the catalogsearch_reset_search_result event. Check the codebase or documentation of the relevant module or extension to find this information. Create an observer in your custom module or extension to listen to the catalogsearch_reset_search_result event and execute custom code when the event is dispatched. In your module’s etc… Continue reading The use of the catalogsearch_reset_search_result event.

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Resolve Unexpected Error: “Transaction Subsidiary XXX Is Not Valid for Item -Not Taxable-…” Upon Saving Transaction

Scenario Upon saving a transaction (Cash Sale, Sales Order, etc.), an unexpected error is received. Error details are showing: “Transaction subsidiary XXX is not valid for item -Not Taxable-. Please choose a different item.” Solution I.  Adjust the Subsidiary setup for Item Navigate to Setup > Accounting > Tax Codes Click Edit next to -Not… Continue reading Resolve Unexpected Error: “Transaction Subsidiary XXX Is Not Valid for Item -Not Taxable-…” Upon Saving Transaction

Display Summary Search Results in Custom Body Field with Store Value Checked

Navigate to Customization > Lists, Records, & Fields > Transaction Body Fields > New Label: Enter Sourcing from Saved Search Type: Select Free-Form Text Store Value: Remove Checkmark Сlick Applies To  Sale: Enter Checkmark Click Display Subtab: Select Main Display Type: Select Hidden Click Validation & Defaulting Search: Select required Summary Saved Search Click Save Create Transaction Body Field with Store Value checked to which the Workflow sources the values from the previously created field Navigate to Customization > Lists, Records, &… Continue reading Display Summary Search Results in Custom Body Field with Store Value Checked

Source a Custom Field Value from the Sales Order to the Invoice Record via Workflow

Navigate to Customization > Workflow > Workflows > New Basic Information: Name: Enter Source Form SO to Invoice Record Type: Select Transaction Sub Types: Select Invoice Execute as Admin:Enter Checkmark Released Status: Select Released Keep Instance and History: Select Always Enable Logging: Enter Checkmark Event Definition: On Create: Enter Checkmark On View or Update: Enter Checkmark Click Save Double Click State 1 Click New Action Click Set Field Value Basic Information: Trigger On: Select Before Record Load Parameters: Field: Enter Message Value: Select Formula Formula: Enter {‌createdfrom.memo}Note: Change memo to the ID of… Continue reading Source a Custom Field Value from the Sales Order to the Invoice Record via Workflow

What is the purpose of using $(document).ready(function() {…}) in JavaScript?

The $(document).ready(function() {…}) is used in JavaScript, specifically with the jQuery library, to ensure that your code executes only after the DOM (Document Object Model) has finished loading. This ensures that the elements on the page are available and ready for manipulation. It helps prevent issues where your code tries to interact with elements before… Continue reading What is the purpose of using $(document).ready(function() {…}) in JavaScript?