Month: June 2024

Issue a Credit Memo Linked to an Invoice Without Impact to Inventory

Scenario The user would like to issue a Credit Memo for an Invoice and only affect the Amount not the Inventory. This is currently filed under Enhancement #81003.   Solution This is an alternate solution for the enhancement. A. Create an Other Charge Item: Navigate to Lists > Accounting > Items > New > Select Other Charge For Sale On the Item Name/Number field input the name for… Continue reading Issue a Credit Memo Linked to an Invoice Without Impact to Inventory

Ad Hoc Reports

Choices for Ad Hoc Reports   Metric,   Report Title,   Field,   Format  Summary  Detail  Matrix   Subtotal Grouping, and (for matrix format reports) Matrix Column.  Example Ad Hoc Report Results   Summary Sales Report  2.Detail Sales Report  3.Detail Sales Report 

Report for getting a comparison on Customer deposits with applied and Unapplied amounts

we create a Transaction saved search (Lists > Search > Saved Searches > New > Transaction). We create a Transaction saved search (Lists > Search > Saved Searches > New > Transaction). The search criteria are pretty basic: Add filters Type is any of Payment, Customer Deposit and Main Line is false as illustrated below. If necessary, add other… Continue reading Report for getting a comparison on Customer deposits with applied and Unapplied amounts

Audit Trail Saved Search for Chart of Accounts Changes

Navigate to Lists > Search > Saved Searches > New Select Account Under the Criteria tab, add the following filter: – System Notes fields… Type = Change Under the Results tab, add the following fields: System Notes fields…  Click the Add Multiple button Select the following: Field, Old Value, New Value, Set by, Context, and Date Click Add button  Click Preview or Save and Run

Resolve Error: “The Total Inventory Detail Quantity Must Be XXX” when partially billing a purchase order

Scenario User encounters error above when partially billing a purchase order.   Solution Navigate to Transactions > Purchases > Enter Purchase Order > Lists Click View Click Related Records Click Item Receipt Click Edit Quantity: Enter Quantity to bill Inventory Detail (if applicable):  Serial/Lot Number (if applicable): Select Serial/Lot Number Bin (if applicable): Select Bin Status (if applicable): Select Status Quantity: Enter Quantity to bill Click Save

Common Errors When Importing Expense Reports

The “Results” file for a failed expense report import might include any of the following messages.   ‘Please enter value(s) for: Amount’ This error can indicate that you failed to provide a value for one of the following sublist fields: Amount Rate Quantity Problems with any of these fields are referred to as problems with… Continue reading Common Errors When Importing Expense Reports

How to resolve error: “Entity XX can only be used in transactions marked for elimination” in Journal Entry import

This error encounters when doing a CSV import for Journal Entries. For this type of error, please note that the XX in ‘Entity XX’, (whether Customer or Vendor entity) is an Entity ID and not an Internal ID. To resolve the error, consider either the following: Change Internal ID of XX Customer with another entity on the CSV file where… Continue reading How to resolve error: “Entity XX can only be used in transactions marked for elimination” in Journal Entry import

Styles for creating static headder

<!DOCTYPE html> <html lang=”en”> <head>   <meta charset=”UTF-8″>   <meta name=”viewport” content=”width=device-width, initial-scale=1.0″>   <title>Floating Header</title>   <style>     body {       font-family: Arial, sans-serif;       margin: 0;       padding: 0;     }     /* Style for the floating header container */     .header-container {… Continue reading Styles for creating static headder