Author: Neelima Babu

Revenue Recognition Reversal

Scenario : Created an Sales Order in the month of January and the same month is closed but the client want to give the Return Authorization amount equally for 12 months. i,e if Sales Order is created for $12000 , Return Authorization amount should be $1000 each for 12 months. Solution : Create a Sales… Continue reading Revenue Recognition Reversal

Functions In Excel

PROPER It is used to make the given input in proper case. It can be used to capitalize each word in a given string. 2. Text to Columns It is used to separate the contents of one cell into separate cells. 3.SUMIF It will sumup the cells that meet certain criteria. formula : =SUMIF(range ,… Continue reading Functions In Excel

Legacy Revenue Recognition -Introduction

Revenue recognition refers to deferring revenue for recognition in future time periods independentlyfrom billing customers and receiving payments . The main features of the Legacy Revenue Recognition are : – a) Revenue Recognition : When this feature is enabled, you create revenue recognition templates that use standard or customrecognition methods and associate these templates with… Continue reading Legacy Revenue Recognition -Introduction

Error Message : cannot remove subsidiaries from items because they are linked to transactions for the subsidiary.

We cannot directly remove subsidiary and location from the items as they are linked to a transaction. However , we can delete the related records that is attached to the subsidiary if we think it is no longer valid or created by mistake .By deleting the transaction we will be able to detach subsidiary from… Continue reading Error Message : cannot remove subsidiaries from items because they are linked to transactions for the subsidiary.

Saved Search to Schedule mail with Error Record created

1. Navigation : Lists >Search > Saved search > New > FDM Error Message 2. On the Criteria Subtab enter “Date created “ 3. On the Results, Subtab provide “Name and Error” 4. On the Email subtab, Check the box “SEND EMAILS ACCORDING TO SCHEDULE” and “SUMMARISE SCHEDULE EMAILS” Specific Recipient: give the recipient’s mail… Continue reading Saved Search to Schedule mail with Error Record created

Merge customer record FAQ

Following are the queries about merging customer records which is tested in demo account -: 1 .See the use of enabling DUPLICATE DETECTION & MERGE feature in enable the feature.Its cause and effect. What are the related setup and navigation pages to do the merge? Navigation : Setup > Company > Enable features > Company… Continue reading Merge customer record FAQ

Error Message Resolved : not enough inventory in the inventory detail line in Inventory Adjustment.

Scenario Even though the item has enough quantity on hand , the inventory adjustment cannot be saved and shows an error message that there is not enough inventory. Solution Navigation : Lists > Accounting > Items 2. Select the item from the list and click on edit. 3. Under “Purchasing” subtab click the checkbox “USE… Continue reading Error Message Resolved : not enough inventory in the inventory detail line in Inventory Adjustment.

Recreating Reallocate Items Page in Saved Transaction Search to add more fields

Reallocation Item Page Navigate to Transactions > Order Management > Reallocate Items Saved Search To recreate the above Reallocate Item page in Saved search navigate to Lists > Search > Saved Search > New > Transactions . On the Criteria Subtab , enter the following features : Type = Sales Order Item : inactive =… Continue reading Recreating Reallocate Items Page in Saved Transaction Search to add more fields