Author: Delna Domini

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

The values in the Amount column, are calculated based on the Consolidated Exchange Rate set in the Results tab of the Transaction Saved Search. If users would like the amount to be the same as the net variance shown on the Currency Revaluation Record, they can perform the following: 1) Edit Search 2) Under Results tab > Consolidated Exchange Rate = None 3) Click Save… Continue reading Expose Currency Revaluation Search Amount for Exhange Rate Variance Account Same as the Net Variance of the Currency Revaluation Record

To do this:1) Navigate to Transactions > Sales > Enter Sales Orders > List.2) Click View on one Sales Order record.3) Hover mouse to Customize link, found above the page title, and choose Customize Form.4) Navigate to Actions tab > Standard Actions subtab.5) Mark the Show check box for Close Action Name.6) 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

When navigating to Reports > Customer/Receivables > Customer Profitability > Detail and if Credit Memosor other transactions are not appearing one possible reason could be the account that is being impacted on the Credit Memo or other transactions are not the same as the account that is being impacted on the invoice or it is not an accounts receivable account.

Navigate to Reports > Saved Search > All Saved Searches > New. Click on Transactions Under Criteria tab > Standard subtab, add the following:         – Type: is Sales Order         – Item Fields…: Class: any of None.      4. On Results tab, there are pre-populated fields to show the sales order information. You may add/remove any fields you want to see the results differently.    5. If you want to see the results with just… Continue reading Transaction Search for Sales Orders with Items Without Class

Scenario: Customer would like to change the description that prints for the Tax Total in their Sales Order where for US Customers it shows a different label added instead of showing Tax Total on the PDF layout Steps to Reproduce:1. Open Sales Order Record (Transactions > Sales > Enter Sales Orders > List).2. Click Print.3. Tax Total label shows a… Continue reading Transaction PDF Layout> Change Tax Total label that shows on the printed form

The error message means that the account used for the vendor credits having an Internal ID:XX is marked inactive. To verify: 1. Navigate to Lists > Accounting > Accounts 2. Check the Show Inactives box located at the footer 3. Look for the account with the Internal ID of XX.Note: Either uncheck the Inactive box of the account or assign an active account.

Creating CSV file for import 1. Navigate to Reports > Saved Searches > All Saved Searches > New > Customer.2. Populate Search Title.3. In Criteria subtab add selection criteria for Customers to be updated.4. In Results subtab add new field: Partner.5. Save & Run.6. Click Export – CSV > Export – Microsoft Excel button and save the file.7. Now open the file in Excel and edit it:   a. Update Partner column on those rows that should be updated in… Continue reading Adding Partners to Customer Records via CSV Import

Scenario: •        Save / approve transaction (i.e. Vendor Bill, Invoice, SalesOrder, Credit Memo, Cash Sale, Expense Report) •        Error: The currency on the transaction,xxxx is different from yyyy, the currency of the entity, zzzz on thistransaction Example: The currency on the transaction, GBP isdifferent from USD, the currency of the entity, {Employee Name} on thistransaction.” Findings: •        The error is derived… Continue reading Save / approve transaction (Bill, Cash Sales, Sales Order, Expense Report) > Error: The currency on the transaction, xxxx is different from yyyy, the currency of the entity, zzzz on this transaction