Proposal For Turn off items based on subsidiary

Proposal Summary  This proposal covers the scope of showing the items based on the subsidiary. That is, some of the items on the website need to be turned off for certain subsidiaries and same should show for other subsidiaries. Also covers how do we turn off items that are on promotion based on subsidiary.  Requirement … Continue reading Proposal For Turn off items based on subsidiary

Catalog page

Created a custom entity field named “custentity_jj_catalog_folder_id ” on the customer record to save the folder id containing the pdf files that needed to be displayed on the catalog page.  Create an extension named ” Catalog ” with version 1.0.0 to show the customer specific catalog page.  The extension contain view file , router file… Continue reading Catalog page

Risk and Return

Risk and return” is a fundamental concept in the field of finance that describes the relationship between the potential rewards (returns) and the level of uncertainty or variability (risk) associated with an investment or financial decision. This concept is central to understanding investment decisions and portfolio management. Return: Return refers to the profit or loss… Continue reading Risk and Return

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Categorized as Finance

Bundle Availability

You can access the Bundle Availability page from the Saved Bundles page, by clicking Set Availability in the Action list. On the Saved Bundles page, you can do the following: Set a bundle’s availability level by indicating where it can be installed and whether it is visible in all users’ basic search results. Indicate whether the bundle… Continue reading Bundle Availability

Enable multifactor authentication (MFA) for your integrator.io account

Multifactor authentication (MFA) is an authentication method that requires a user to provide two or more credentials that serve as proof of identity before gaining access to an account. Sign into the account. Click the avatar icon at the upper right and click My account. Open the Security tab, and click Multifactor authentication (MFA) in the left column. Click the Enable… Continue reading Enable multifactor authentication (MFA) for your integrator.io account

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Categorized as Celigo

Month Wise Budget report based on Subsidiary

SCENARIO The client requires to get the Monthwise budget allocated report based on the Subsidiary. SOLUTION We have to create a custom budget vs Actual report. STEPS Navigation: Report>Banking/Budgeting>Budget vs Actual. Once the stand Budget vs Actual report opens. Click on the customise button: In edit layout shubtab choose Subsidiary head to group by as… Continue reading Month Wise Budget report based on Subsidiary

Electronic Invoice Processing Errors

following are the common processing errors that we can expect while generating or certifying e-invoice Error Code Message on E-Document Audit Trail Solution 101 Invoice already exists on the Invoice Registration Portal (IRP) portal. Verify the transaction record and then try again. 201 The user ID is not registered or signed up for e-invoice Enter… Continue reading Electronic Invoice Processing Errors

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Categorized as Clear Tax

Add a criterion in the search with Formula(Date) to include an extra 2 days

The search needs to fetch the contacts who have completed 90 days after receiving a mail based on the field value of the Last Survey Send date. We can simply get this by adding the criteria of the last survey send date as is within 90 days ago. But this includes the exact date of… Continue reading Add a criterion in the search with Formula(Date) to include an extra 2 days