Scenario: 1. Navigate to Transactions > Management > Print Checks and Forms 2. Click Item Labels 3. Click Customize button 4. Add Columns and Filters as preferred. 5. Click Save 6. An Unexpected Error appears. Note: User can no longer open the Print Item Labels Page unless a new role is used. Solution 1. User can enter… Continue reading Customize Print Item Labels Page Throws an Unexpected Error
Author: Shekha E K
Unable See Custom Role for Sandbox Under View All Roles Dropdown
Scenario: User refreshed Sandbox but the Custom Role does not appear under the View All Roles list. Solution Troubleshooting steps: Reset user’s the password to make sure that the passwords match with production and sandbox Remove the permissions set up SAML Single Sign-on and SAML Single Sign-on from the Setup subtab of the custom role Added a standard role and another custom… Continue reading Unable See Custom Role for Sandbox Under View All Roles Dropdown
How to Setup the Reminder Portlet for Case to Respond to
Scenario User would like to set up the Reminder Portlet to show the cases to respond to. Solution Navigate to Home Top-Right Corner: Click Personalize Personalize Dashboard: Click Standard Content Click Reminders Reminders Portlet: Click the 3 Dots > Setup Click Cases To Respond To Click Save Note: Cases records will only appear if the last message in the Case record comes from the Customer and the… Continue reading How to Setup the Reminder Portlet for Case to Respond to
How to setup Customer Center Email Template URL link for Change Password
Scenario There is some instances that when clicking the URL Link of Set Password, it will not redirect to the page where user can setup their password. This only happened on some of the cases and customer account. Solution Go to Webstore Click Login Click Forgot Password Copy URL Link Navigate to Setup > Company > System Email Templates Find the Name of your Custom… Continue reading How to setup Customer Center Email Template URL link for Change Password
How to setup Custom Employee Role with Integration capabilities
Scenario Customer wanted to create a role or edit a role that would only be Employee Specific. The permissions will only focus on Employee records with view capabilities and Web Services Integration. Solution Follow the steps below to resolve the concern of the customer: Navigate to Setup > Users/Roles > Manage Roles Look for the Employee Center Role > Click Customize Setup the Permissions below… Continue reading How to setup Custom Employee Role with Integration capabilities
Mutation for setting inventory quantity
InventorySet($input: InventorySetQuantitiesInput!) { inventorySetQuantities(input: $input) { inventoryAdjustmentGroup { createdAt reason referenceDocumentUri changes { name delta } } userErrors { field message } } }
Show Discounted Items and Their Corresponding Discount in Transaction Saved Search
Scenario Create a Saved Search that will show the Items with Discounts, their corresponding Discount Item and by how much. Solution Go to Lists > Search > Saved Searches > New Click Transaction Click Criteria Click Standard Filters: Type: is Sales Order (or Cash or Invoice) Shipping Line: is false Tax Line: is false Click Results Click Columns Click Remove All button Fields: Type Summary Type: Group… Continue reading Show Discounted Items and Their Corresponding Discount in Transaction Saved Search
Get Transaction ID when creating a record
Scenario: User want to get Transaction ID when creating a record. Solution: Transaction ID (tranid) is generated after the record is saved, it is null or has “To Be Generated” value before record is submitted. If the Transaction ID (tranid) is called in User Event Script – After Submit function using nlapiGetFieldValue(‘tranid’), the ID is… Continue reading Get Transaction ID when creating a record
Make the first line of address bold in advanced pdf template
Scenario: How to make the first line of the address bold through xml? Solution: <span style=”font-size:10px;line-height:2″>Consignee (Ship to)</span><br /><br/> <#assign shipaddress = record.shipaddress> <#assign shipaddressLines = shipaddress?split(“<br />”)> <#assign x = 1> <#list shipaddressLines as line> <#if x == 1> <b> ${line}</b><br/> <#assign x = x+1/> <#else> <span> ${line}</span><br/> </#if> </#list>
Invalid expression: Error on field created for storing the tax total in words
Scenario: When the tax total value is less than 1, the custom field designed to store the tax total in words displays an invalid expression. Solution: CASE WHEN {taxtotal} = 0 THEN ‘ZERO ONLY’ WHEN {taxtotal} < 1 THEN (CASE WHEN ROUND({taxtotal} * 100, 0) > 0 THEN TO_CHAR(TO_DATE(ROUND({taxtotal} * 100, 0), ‘J’), ‘JSP’) ||… Continue reading Invalid expression: Error on field created for storing the tax total in words