Currently Saved Searches cannot be Emailed to a Dynamic Group, however a Static Group can be used instead. Create a Static Group Navigate to Lists > Relationships > Groups > New What kind of group would you like to create?: Select Static What kind of members would you like to include?: Select Entity Type Example: Employee Click Continue Name: Enter Name Click Members Name: Type Name Click Name Click Add Note: You will need to repeat… Continue reading Scheduled Transaction Saved Search – Employee Group as Recipients
Author: Anila George
Tax Deduction at Source Tax Details Reports
The India Localization SuiteTax Engine SuiteApp enables you to view the tax details for each tax type using saved searches. This helps you to review the tax details of your desired transactions before you pay taxes or file tax returns. To view the tax details for your desired transactions, you can either use the following… Continue reading Tax Deduction at Source Tax Details Reports
Scheduled Saved Search Limits
When downloading reports from the system, there is a limit of the file size that can be downloaded for Persisting Search Results. The download limit is set at 2.147 GB (2,147,000,000 bytes). You can define whether to send saved search results email according to a regular schedule, as alerts triggered by record adds or updates,… Continue reading Scheduled Saved Search Limits
Applying Landed Cost Throws an Error
When allocating Landed Cost, User encounters an error which says, “You have attempted to allocate landed costs to a transaction using an allocation method that results in no allocation for any lines in the transaction. The allocation method you chose is “X”. To correct this problem, go back to the transaction so that there will… Continue reading Applying Landed Cost Throws an Error
Name Fields in Saved Search Available Filter
On a Transaction Saved Search when we use Name in the Available Filters tab, the list shows all entity records such as Customers, Vendors and Employees. The reason why the Name field when added as an Available Filter on a Transaction Search shows a dropdown list of all Entity records is because the Name field… Continue reading Name Fields in Saved Search Available Filter
Custom Role Unable to Access the Smart Count Review Page
When the Smart Count Review page is accessed from a custom role, an error message is shown The error message is “An error occurred while executing the server script. You do not have privileges to view this page”. So the custom role needs to be added to the roles list for this page. To provide… Continue reading Custom Role Unable to Access the Smart Count Review Page
Change the IGST to CGST and SGST in Invoice
Requirement – Client wants to change the tax type from IGST to CGST and SGST. Solution – The invoice currently has IGST applied because the Place of Supply and the nexus are in different states. If both values belong to the same state, the tax type will be CGST and SGST. The Place of Supply… Continue reading Change the IGST to CGST and SGST in Invoice
Providing role permission to check/uncheck the “Run Server SuiteScript and Trigger Workflow” option under Advanced Import Options
The permissions are In the custom role record, under setup, provide the below permissions Set Up CSV Preferences Control SuiteScript and Workflow Triggers per CSV Import
Tracking Landed Cost From Vendor Bills
The client wants to enter the landed from the vendor bill to the item receipt without entering the amount manually. Steps to follow Create a Landed Cost Item based on the expense account specified in the cost categories. If all landed cost categories share the same expense account, only one landed cost item is needed.… Continue reading Tracking Landed Cost From Vendor Bills
Auto Balance Functionality not working in Advanced Intercompany Journals
The ‘Auto Balance’ functionality not working when the user clicks on the corresponding button in the advanced intercompany journal. The ICJE auto balance payable and receivable account needs to be set under the ‘Accounting Preferences’.