Author: Antony Roy

SCENARIO The Client requires to know the If there is any Purchase order whose bill payment is more than Purchase order amount SOLUTION: Create a saved search Go to Report>Saved Search>New Search Select Type of search as Transaction Criteria Type is Purchase Order  Date Created Applying Transaction : Type is Bill  Status is Purchase Order:… Continue reading Purchase order and bill payment Amount variance report

SCENARIO The client requires to send mail reminders to creators of PO to receive the PO once its approved. SOLUTION Create a saved search and schedule email to the approver. Go to Report>Saved Search>New Search Select Type of search as Transaction In criteria provide following: Date Created: select relevant date Main Line: True Type: Purchase… Continue reading Email Reminder of Purchase order pending receipt

SCENARIO: The finance manger requires to get a weekly report of Purchase order pending Approval. In which manager requires to know who created it and who is approver. SOLUTION Create a saved search and schedule email to the approver. Go to Report>Saved Search>New Search Select Type of search as Transaction In criteria provide following: Date… Continue reading Email Consolidated Report for Purchase order Pending Approval

SCENARIO: The Client requires to send email reminder weekly to creators of transaction to submit the transaction for approval. SOLUTION Create a saved search and schedule email to the approver. Go to Report>Saved Search>New Search Select Type of search as Transaction In criteria provide following: Date Created: select relevant date Main Line: True Type: Relevant… Continue reading Email Reminder for transaction unsubmitted for Approval

SCENARIO Client requires to geta report on transaction under finance check( a workflow state) SOLUTION Create a saved transaction type search Date Created is on or after 15/2/2024 12:00 am  Main Line is true  Status is any of select status transaction pending approval Workflow History : State is any ( select the workflow state) Workflow… Continue reading Report for transaction in a particular workflow state

SCENARIO: The client requires to get report every month regarding the rejection reason for the transaction to mitigate the issue and streamline the process more efficiently. SOLUTION: Create a saved transaction type report and schedule the report monthly. criteria: Date is within last month Main Line is true  System Notes : Field is Rejection Reason… Continue reading Rejected Reason Report