Senario There is need to create a group that includes all the recipients except from some of the records(vendors, customer etc) Solution Create a contact saved searches. Navigation List> search> Saved search> New (Contacts) Search Title: Enter Search Title Click Criteria Click Summary Summary Type: Select Group(Include the records that are needed) Click Add Click Save Then create a Dynamic contact group:… Continue reading Create group that excludes Vendor or any such records
Author: Anand Mohan
Cannot associate Sales Order with an Intercompany Purchase Order
Scenario While generating an intercompany sales order from the intercompany purchase order if an error message is encountered stating that “This Sales Order cannot be associated with an Intercompany Purchase Order and used for cross subsidiary fulfillment. Please remove association to the Intercompany Purchase Order from this Sales Order or uncheck cross subsidiary fulfillment checkbox… Continue reading Cannot associate Sales Order with an Intercompany Purchase Order
Currency of Elimination subsidiary
Scenario Choosing the currency while creating the elimination subsidiary. Solution The currency must be same base currency of the parent subsidiary. Moreover the elimination subsidiary must be created as the child of the parent subsidiary while checking the elimination box. All the other fields in elimination subsidiary are created filled in the same way as… Continue reading Currency of Elimination subsidiary
Define all Intercompany preferences
Scenario Unable to define all the intercompany preferences since it’s not available after enabling the Automated Intercompany Management feature. Solution If you enable Intercompany Framework feature along with Automated Intercompany Management feature, the Intercompany Preferences page adds four more subtabs which is required in defining the intercompany preferences. Whereas, when you use only the Automated Intercompany… Continue reading Define all Intercompany preferences
Report been prepared differently
The report that the client require could be prepared using workbooks, saved searches and report builder. Its doesn’t mean that the report should be prepared using the report builder either customizing the report that already exists in the list of reports or creating a new one. It is all about the requirement of the essential… Continue reading Report been prepared differently