The estimated Landed cost template comes with the Landed cost templates. For this one, we need to install the Supply Chain Management SuiteAppBundle Name – Supply Chain ManagementBundle ID – 47193 The Landed cost template will be more useful if the landed cost and the cost categories of the items for the transaction have already… Continue reading Findings on Landed Cost Templates
Author: Anila George
Expense Report Approval Issue
Scenario – User facing issue when approving Expense Report of his subordinate. The error message is related to a permission violation issue.In the expense report, the Next approver is the supervisor but he is not able to approve the expense report Solution – The issue was with the Departments. The expense report has the department… Continue reading Expense Report Approval Issue
Proposal For KPI Dashboard Customization
Proposal Summary This proposal covers the scope of creating a KPI in the dashboard based on some Saved Searches on various measures. The KPI indicators include the Sales, Inventory, Customers, and Employee measures. Requirement Graph Tech would like to implement a KPI dashboard with the details below: Our Solution We will create saved searches for… Continue reading Proposal For KPI Dashboard Customization
Proposal For DIFOTIS Updates
Proposal Summary Hygiene Technologies Ltd would like to update the existing DIFOTIS setup in their account. Currently, the Trend Graph and KPI meter show the item count excluding some items that are included in the ‘DIFOTIS Exclude Items’ saved search. Hygiene Technologies Ltd wants to exclude the items that have the field of ‘Asterisk Item’… Continue reading Proposal For DIFOTIS Updates
Display Expected Ship Date on Reports and Saved Searches.
The Expected Ship Date field is coming from the Demand Planning module and is available in the Sales Order item line level. This will be automatically populated based on certain criteria and the user can change this date also. But this field will not be available in the reports and saved searches as the Store… Continue reading Display Expected Ship Date on Reports and Saved Searches.
Source Field Value from a Store Value Unchecked Field
Scenario – A custom field has been created with Store Value unchecked(maybe formula field or sourcing from saved search). This custom field value needs to be sourced to another custom field. But we can not source value from a field with Store Value unchecked. Solution – Create the first custom field without checking the Store… Continue reading Source Field Value from a Store Value Unchecked Field
Create Intercompany Journal Entries with only IC accounts
Client Requirement – They have Intercompany Payable and receivable accounts. They need to create Journal Entries with these IC accounts to track the amount flow from one subsidiary to another. But they do not have any transactions associated with these. That is actually the money not flowing from one subsidiary to another. So they want… Continue reading Create Intercompany Journal Entries with only IC accounts
Difference Between Actual Ship/Receipt Date and Actual Ship Date in a Transaction Saved Search
In transaction saved searches, the Actual Ship Date and Actual Ship/Receive Date is different. The “Actual Ship/Receipt Date” (internal ID = actualshipdate) focuses per Line item level while the other field (internal ID = transhippeddate) uses the last date of item fulfillment for the sales order. Consider the following Sales Order: 1st Line item =… Continue reading Difference Between Actual Ship/Receipt Date and Actual Ship Date in a Transaction Saved Search
Difference Between Amount (Net) vs. Amount (Net of Tax) on a Transaction Saved Search
1. Amount (Net) equals Gross Amount Or Invoice Amount if Main Line =T. However, If Main Line=F, it is equal to the Invoice Amount less Discounts only. 2. Amount (Net of Tax) is equals to Invoice Amount less Tax if Invoice transaction is taxable but it is Null if the transaction is not taxable.
Blank Columns in saved search formula results
Instead of zero, the saved search formula results in blank column values. This occurs because there may be null/blank values for any field used in the formula. The null/blank field values, when used in a formula result in null. This can be prevented by using the NVL function to replace null values with a quantity… Continue reading Blank Columns in saved search formula results