Author: Jesna John

Proposal For Custom Cash Projection report

Proposal summary  This proposal is to create a cash flow report showing the invoice, bills, journals, bill payments, deposits and checks on weekly basis.  Requirement  Yash Industries Pvt Ltd needs to have a the cash flow projection report showing the invoice, bills, journals, bill payments, deposits and checks. They need to see the report of… Continue reading Proposal For Custom Cash Projection report

PROPOSAL FOR SPLIT CUSTOMER DEPOSIT

PROPOSAL SUMMARY  This proposal is to prevent the deposit amount from fully applying to the invoice and apply only a predefined amount.   REQUIREMENT  Need to apply on particular deposit amount to be applied for invoices.  Scenario: The user will create a deposit attached to a sales order.  The full deposit amount need not be… Continue reading PROPOSAL FOR SPLIT CUSTOMER DEPOSIT

Update Item status to inactive

Requirement We need yo update an to inactive item records if the following conditions are satisfied: Item is discontinued item Total inventory is zero (Quantity on hand in item record is zero) If there is no purchase orders exist for the item in the following status Purchase order: Pending Supervisor approval  Purchase order: Partially received … Continue reading Update Item status to inactive

Email sending on save action of task record

Requirement When a task record is opened, in the escalation tab, when we enter data in the escalation record and save the task record then send an email to the employee in the escalation record. When task record is saved, the escalation record needs to become empty. Solution A userevent script is created to send… Continue reading Email sending on save action of task record

Display External Id in Sales Channel

Requirement We need to display the external Id to the custom field in Sales Channel record. Solution We need to create a custom field to store the external Id sourced from the standard External Id field. Then the value is set to this custom field using a userevent script.

Masking Amounts in PA and Invoices

Requirement The amount shown in transactional lines in all Invoice/PA(sales order)  needs to be masked so no one can change it. If a user attempts to change the amount of an invoice or payment agreement record when it is created or edited, the amount value must not be changed through the user interface. Solution

Display a soft warning pop up for negative stock

Requirement We need to introduce a soft warning pop-up when users attempt to Save an Inventory Transfer which will result in Negative Stock being recorded at the From Location. The criteria for triggering this pop-up are: One or more line items have a ‘QTY. ON HAND’ (From Location) value which is LESS THAN then ‘QTY.… Continue reading Display a soft warning pop up for negative stock

Update a custom field automatically on time record when an invoice is created for Billable time

Requirement We need to update a custom field on time record, when an invoice is created for Billable time. Solution To achieve this result:Create a Transaction Line Field on the Time Tracking Record with Type = List/Record of Transaction, Applied To = Time, Display Type = Disabled Create a User Event Script deployed on Invoice with After Submit Function that stamps the Custom Transaction Line Field value with the created Invoice Number. The function will… Continue reading Update a custom field automatically on time record when an invoice is created for Billable time

Issue : Uncertainty in populating sublist values

Issue As per the requirement, the project task needs to be auto populated in Timesheet only when a project is selected and the project has only one project task. Client script field change was used the in scripts, but found an uncertainty in populating the project tasks. The project tasks populated correctly except in few… Continue reading Issue : Uncertainty in populating sublist values