Assign Class Department Location fields to Customer and Other Entity Records

Currently there are no Class, Department, and Location to Entity Records. A possible alternate solution is to assign a Custom Segment to the Entity and source to new transactions. Solution 1. Navigate to Lists > Relationships > Customers 2. Customer line: Click Edit 3. Hover over Customize 4. Click New Field 4. Label: Enter Label 5. Type: Select List/Record 6. List/Record: Select Department (or Class/Location) 7. Store Value:Enter Checkmark 8. Click Applies To 9. Enter Checkmark for Entity records where the… Continue reading Assign Class Department Location fields to Customer and Other Entity Records

Update the class field in Invoice based on the customer selected.

Automatically update the Class field in a invoice whenever the Customer field is changed. A custom field has to be created in customer since customer record does not have a standard class field.Client scripts can then be used to reference the custom field after selecting a Customer record during data entry/update. Solution Create a custom field on Customer records. Assign a Class on… Continue reading Update the class field in Invoice based on the customer selected.

Add a custom field for PO number in item fulfillment from sales order.

Create a custom field that will source the PO # from Sales Order to Item Fulfillment. create a custom field for PO # in IF. Go to Customization > List, Records & Fields > Transaction Body Fields > New1. Give Label: PO #2. Type: Free-Form Text3. Store Value: F4. Applies To: Item Fulfillment5. Display Type: DisabledIn Source and Filtering TabSource List: Created FromSource From: PO/Check #

Proposal for Page Change in Quote Print – SalesWeb App

Proposal Summary   The proposal covers including a new page and removing another in quote print.    Requirement  The Quote print page of Sales Web App need to be changed as follows:   On page 4 of Quote print there we have a “Koopovereenkomst ZonnepanelenPlus | IsoGoed Duurzaam Besparen”  This page has to be removed and instead a… Continue reading Proposal for Page Change in Quote Print – SalesWeb App

Extracting a pattern from a string using javascript

Need to get the Prospect ID from the email body. But the usual split() method doesn’t work all the time. So switched to match() method, which returns the first occurrence of this pattern in the string. Example: This is the pattern , [Prospect:CUS234563]. Want to extract the “CUS234563” only. we first define a regular expression… Continue reading Extracting a pattern from a string using javascript

Remove columns from Custom PDF layouts.

The requirement was to remove some table columns from sales order print template. While customizing the form it is revealed that the PDF is custom PDF layouts. It is not that easy to customize the template like other advanced print templates does. To remove the body fields or header and footer fields from the custom… Continue reading Remove columns from Custom PDF layouts.