Month: November 2024

Scenario The user wants to show the Item Sales Description in Printed Picking Ticket. Solution Check the record of the Item that is associated to your sales order Global Search: Type Item in question Click View Click Sales/Pricing Tab Sales section: Sales Description: Check if Populated Check the Sales Order Form Navigate to Setup > Customization > Transaction Forms Preferred Sales Order Form: Click Edit Click Screen Fields  Click Columns Description: Mark Show Checkbox Click Printing Fields  Click Columns  Description: Mark Print/Email Checkbox Note:… Continue reading Show the Item Sales Description in Printed Picking Ticket

What transactions are shown in the Print Packing Slips page? By design, this page considers fulfillment transactions only. If the Advanced Shipping feature is not enabled, this page shows Cash Sale and Invoice transaction records. After enabling Advanced Shipping feature, why are existing Invoices and Cash Sales no longer showing? It’s possible that the said… Continue reading Transactions showing in the Print Packing Slips Page FAQs

Scenario Users wants to know why the Sales Orders do not appear in Print Packing Slips page. Solution Navigate to Transactions > Sales > Enter Sales Order > List Select any Sales Order Click Related Records Click the Date beside Item Fulfillment Status should be “Picked“ Note: Sales Orders where related Item Fulfillment status is already Packed or Shipped will not appear on the Print Packing Slips page by… Continue reading Sales Orders Do Not Appear in Print Packing Slips Page

Scenario To print the Item’s amount from Sales Order when printing Packing Slip.  Solution 1. Create Custom Transaction Line Field Navigate to Customization > Lists, Records, & Fields > Transaction Body Fields > New Label: Enter Label  Example: Amount in Sales Order ID: Enter Id  Example: _amount_so Type: Select Currency Store Value: Remove Checkmark Applies To:  Sale Item: Enter Checkmark Click Validation & Defaulting subtab Formula: Enter Checkmark Default Value: Enter {amount}  Click Save 2. Create Custom Transaction Line… Continue reading Display Item’s Amount From Sales Order When Printing Packing Slip

Scenario When an Administrator navigates to the Financial subtab of the Customer record (using a Standard Form), Hold field is not available. Solution The Hold field is dependent on the Customer Credit Limit Handling preference of the user. To resolve this: Navigate to Home > Set Preferences  Click Transactions  Customer Credit Limit Handling: Select Warn Only or Enforce Holds Click Save