Author: Delna Domini

Close Order button will not be available anymore when:1) The Status of the Sales Order is Pending Approval, Pending Fulfillment, Billed, and Closed.    *A sales order needs to be approved first before it can be closed. This is logical since an unapproved sales order is still not a valid transaction.    *Once a Sales Order has been fulfilled and invoiced (Billed)… Continue reading Close Order Button is not available on the Sales Order

The PO# field in the Inventory Back Order Report is labeled as Reference Number found in the Order Items Pending Fulfillments folder. Here are the steps:                 1. Navigate to Reports > Inventory/Items > Inventory Back Order Report > Customize.                 2. In the Edit Columns tab, add Reference Number from the Order Items Pending Fulfillments folder.                 3. Click Save.

When creating or running a report, there is always a Date footer at the bottom. If there is a need to change that Date to another Date field (e.g., Date Closed, Date Received, Due Date, etc.) then follow the steps below: 1.    Customize the report 2.    Go to the Filters tab 3.    Click on the Date filter 4.    Click the Insert button 5.    Select the… Continue reading Remove and Replace the Standard Date Footer on Reports by Another Date Field

To reflect a price of an Item decreasing on a Sales Order that has been Billed and an Invoice that has been paid the following can be done: 1. Edit the Sales Order and change the price in the Amount column. You will receive the notice: Items on this line have been fulfilled and billed. Are you sure you… Continue reading Change Price on a Billed Sales Order and Paid Invoice

To create this search please follow the steps below: 1) Navigate to Reports > New Search > Transaction 2) Under Criteria tab: –Add Type is Sales Order — Add Main Line is False 3) Under  Results tab: — Add Sales Rep — Summary Type is Group — Add Number (this is the SO number) — Summary Type is Group— Add Amount — Summary Type is Sum— Add Item  — Add Quantity— Add Item Fields…Purchase Price (this is the cost of the item)– Summary Type is Sum… Continue reading Search Saved to Show Profitability Per Transaction

There is no field on the Vendor bill record that gives the information on when a vendor bill is fully paid directly on the UI. 1) On a Vendor bill record, if you click on the Related Records tab, under the payments sub tab you will see the link to the bill payments that have been applied to set the status… Continue reading Find the Date when Vendor Bill is Fully Paid

Recommendations: 1. The CSV Import file should contain the same Item Name format as shown in Transactions > Sales > Enter Sales Orders > Items tab > Items subtab> Item drop down field.  2. Internal ID can also be used instead of Item Name. Just make sure that on the field mapping page, click on the pencil icon beside the Item field and ChooseReference Type = Internal ID. 3. Verify if the item is Inactive.… Continue reading CSV Import: Sales Order > Error: Invalid item reference key xx.

1. Lists > Mass Update > Update Price 2. Fill in the necessary fields > Click Preview/Save 3. You will be routed to Mass Update Preview Results page and review the changes carefully before submitting. Note: – The current Price Level will show up using the item’s Sales Unit. However, the system always shows the New Price Level in Base Unit. After generating the update, view the item record,… Continue reading Update Price for Items using Multiple Units of Measure

Users can set Status to Pending Approval if under Setup > Accounting > Accounting Preferences > General tab > General Ledger section > Require Approvals on Journal Entries is enabled. If not, the Approved field will not be visible on the field-mapping page. 1.    Create the CSV Import File with the necessary column headers/values: -Account -Debit -Credit -Memo -Name -Department -Class -Location -Date -Posting Period -Approved = Should be set to ‘No’… Continue reading CSV Import: Journal Entry > To set the Status to Pending Approval instead of Approved for Posting

1. Navigate to Lists > Search > Saved Searches > New. 2. Select Transaction as Search Type. Assign a Search Title.3. In the Criteria Tab, select the following filters:    Type – is Journal     Main Line – is true    Reversal Date – is not empty4. In the Results Tab, select the following fields: Date Amount Number Period Reversal Date Note: Add filters that you want to show as Columns… Continue reading Journal Search with Reversal and their Reversal date