Create the separate custom field Activity’s record subsidiary in the activity records. Since entity field are differnt in all activity records due to this reason Source the subsidiary of the entity to the custom field Create separate saved searches for subsidiaries to restrict the results of activity records based on the Subsidiary. Defined the roles… Continue reading Restrict users from viewing activities that belong to other subsidiaries.
Author: Parvathi M R
To appear PO in a single Bill Purchase Order page.
Workaround for the issue where all POs are not appearing on a single page when filtered by vendor. To address this, add a new filter, “Customer PO#,” to the Bill Purchase Order page. lease follow the below steps to add the Customer PO# Filter to Bill purchase order page: Navigate to Bill Purchase order page… Continue reading To appear PO in a single Bill Purchase Order page.
Transfer Balance Sheet Account to different Subsidiary
To transfer Balance Sheet Account to different Subsidiary Create clearing account 1. Go to Lists > Accounting > Accounts > New 2. Populate the following: Name = Clearing Account Currency = *null* Note: It is important to set this to null so that it can be used on transactions with any currency. Type = Other Current Asset General Rate Type = Current 3. Click Save . Create a journal entry to… Continue reading Transfer Balance Sheet Account to different Subsidiary
New Project feature Show Project in New UI
The new enhanced User Interface (UI) for Project Management feature is now available to test in your sandbox and 2021.1 production accounts. The new UI is optional. We encourage you to familiarize yourself with the new UI and test the new behavior, especially if you use any customizations or scripts on your production account. Note:… Continue reading New Project feature Show Project in New UI
Sticky Notes Functionality Not Present in Project Record
To get the sticky note in project feraure we need to disable the New Project UI Preference. Navigate to Setup > Company > General Preferences Show Project In New UI: Unmark the Checkbox Click Save
Formula for number of days between two dates excluding saturday and sunday.
Formula for number of days between two dates excluding saturday and sunday. here {custrecord1} is start date and {custrecord2} is the end date . assumption start date is less than end date. Formula= (CASE WHEN {custrecord1} IS NULL OR {custrecord2} IS NULL THEN NULL ELSE (TRUNC({custrecord2}) – (CASE WHEN TO_CHAR(TRUNC({custrecord1}), ‘D’) = ‘7’ THEN TRUNC({custrecord1}) + 2 WHEN TO_CHAR(TRUNC({custrecord1}), ‘D’) =… Continue reading Formula for number of days between two dates excluding saturday and sunday.
Show Void Button in Credit Memo
Navigate to Setup > Accounting > Accounting Preferences 2. Click General tab 3. Unmark Void Transactions Using Reversing Journals checkbox 4. Click Save Note: The Credit Memo must be in Edit mode in order for the user to see and use the Void button.
Giving Customers Access to Invoices
Giving customers access to their invoices allows them to view past invoices. If you set up the appropriate preferences, you can also allow your customers to pay their open invoices online. You need to complete the following steps to give customers access to their invoices. Detailed instructions follow: Enable the appropriate features. Setup access on… Continue reading Giving Customers Access to Invoices
Import error “The amounts in a journal entry must balance.” for a balanced import file
An error message “The amounts in a journal entry must balance” appears when attempting to import a file that is already balanced. The error occurs because the file contains both debit and credit values on the same line. Solution: Identify the line where both debit and credit values are present. You have two options to… Continue reading Import error “The amounts in a journal entry must balance.” for a balanced import file
Applied Bill Payment Appears in A/P Aging Report
Bill Payment appears in an A/P Aging Detail report even if it is already applied to a Bill. The Bill Payment appears as if it is not applied to any Bill because the Bill Payment’s Date is earlier than that of the Bill and aging the report as of a period before the Bill will… Continue reading Applied Bill Payment Appears in A/P Aging Report