Author: Vrindha C

QA Tips – Search for Items with no Sales Order Transactions Recorded

Lists -> Search – > Saved Searches -> New Select Item Criteria tab -> Summary subtab Summary Type: Maximum Field: Formula (Date) Formula: max(case when {transaction.type}=’Sales Order’ then {transaction.trandate} end) Value: Empty 4 Results tab Remove all fields Add Name, Summary Type- Group 5 Save & Run This search can also be used for other… Continue reading QA Tips – Search for Items with no Sales Order Transactions Recorded

Providing Core Administrator Permission to a role

Scenario: The Full Access role (Administrator) is inactivated for all users. The Core Administration Permissions can be assigned to any role as an extension to standard permission settings. With Core Administration Permissions, the role will get access to most of the functionality that was previously only available to the Full Access role Setup -> users/Roles… Continue reading Providing Core Administrator Permission to a role

Login Audit Trail

User can view a log of all login attempts to the system. To view the login audit trail:  Setup ->Users/Roles -> View Login Audit Trail Filter your results by a number of options under the Criteria tab, including: 1. If you prefer to select specific users you would like to audit, try adding the ‘User‘ field and select… Continue reading Login Audit Trail

QA Tips – Display Time in 12/24 Hours Clock Format

To display the time in 12 hours or 24 hours clock format, follow the steps below: 1. Navigate to Lists > Search > Saved Searches > New. 2. Select the entity record type. 3. Under the Criteria tab select the desired filters. 4. Under the Results tab select the desired fields then include a Formula (Text) field and enter the following in the FORMULA field: TO_CHAR({datecreated},’MM/DD/YYYY HH24:MI:SS’) For a 12… Continue reading QA Tips – Display Time in 12/24 Hours Clock Format

Testcase Documentation – Auto invoice Generation MYNE-19

Requirement: Test and verify that the invoice is auto-generated once an IF is created partially or fully. If an IF is created from sales order with the subsidiary EAST USA, then the invoice should be auto-created. Sales orders can be fulfilled partially or fully. Also, invoices may be generated in advance of fulfillment. The invoice… Continue reading Testcase Documentation – Auto invoice Generation MYNE-19

Clarification on saved search to fetch purchase order details

Requirement: Create a saved search to fetch the following purchase order details: Vendor#, Vendor, Purchase Contract, Employee, Supervisor Approval, Vendor Message Item line fields: Department, Class, Location Solution: To expose the Employee Name on your Transaction Saved Search, on the Results tab, add the joining fields Requestor Fields… > Name. This is also documented on… Continue reading Clarification on saved search to fetch purchase order details

QA Tips – To view all private saved searches

Administrators can view all saved searches for all employees, even if the search is set to private. To view all saved searches Login as Administrator Navigate to Lists -> Search -> Saved Searches Under Filters, Select ‘Yes’ in ‘Show All Private Searches’

Print non-inventory items on Picking Ticket

To print non-inventory items and uncommitted items on the picking ticket, follow the below-given steps: Navigate to Setup -> Accounting -> Accounting Preferences In Order Management tab -> under the Picking/Packing subtab, check ‘Show uncommitted items on picking tickets’ and ‘Show non-inventory items on printed forms’ Click Save