Proposal Summary This proposal describes the functionality to display a pop-up window on the item record showing committed quantity and committed transactions as a button action. . Requirement Client wants to display a popup window on clicking the button ‘commitment view’ in the item record. The pop-up box should display the total committed quantity of this… Continue reading Proposal for displaying a Pop-up dialogue box for commitment view.
Author: Swathi Krishna K S
OWNER ID VALUES ARE RESTRICTED BY RECORD TYPE.
REQUIREMENT: To restrict the “Owner id” field values based on the forms. The following are the record type mapping over the employee department. NS_Forms_Leads_Brands –> Employees from Sales department. NS_Forms_Leads_Funding – > Employees from Funding department. NS_Forms_Leads_Locations –> Employees from Locations department. OUR SOLUTION: We will disable the “Owner ID” field to restrict manual employee… Continue reading OWNER ID VALUES ARE RESTRICTED BY RECORD TYPE.
Saved search formula for fetching only invoice as applying transaction.
Search to get sales order details or invoice details according to the record type. If type is sales order then fetch only details of applying transaction as invoices. Type: Formula(text) : CASE WHEN ({type})= ‘Sales Order’ AND ({applyingtransaction.type})= ‘Invoice’ THEN 1 WHEN({type})= ‘Invoice’ THEN 1 ELSE 0 END
To group elements of an array as seperate array.
To remove a part of a string or to replace a part of string
ADD A FIELD FOR ADDING THE TRACKING NUMBER VALUE IN THE TRANSFER
Requirement: Check the possibility for adding return tracking number in the TO. Build a functional solution for displaying return tracking number using custom record entry. Also, entry need to be displayed under respective TO’s Our solution: Custom Record: -We can add a custom record in the transfer order record, with fields for adding return tracking… Continue reading ADD A FIELD FOR ADDING THE TRACKING NUMBER VALUE IN THE TRANSFER
Formula for adding a dynamic tracking links in a custom record
To add a Hyperlink field in the custom record to display Return Tracking Number in a transaction record according to the tracking number entered. Add a new field in the Custom record with type hyperlink. Under Validation & Defaulting add Default value as formula as: This field will display the url for return tracking number… Continue reading Formula for adding a dynamic tracking links in a custom record
Create an expense allocation schedule:
Go to Transactions > Financial > Create Allocation Schedules. In the Primary Information section: -Enter Name -Enter subsidiary -In the Frequency field, choose how often you want to reallocate expenses from this account. -In the Next Date field, enter the date of the next scheduled allocation In Complete the Source subtab: -If you want to create an offsetting credit for the amount… Continue reading Create an expense allocation schedule:
Reconciling Credit Card Statements
To reconcile a credit card statement: Go to Transactions > Bank > Reconcile Credit Card Statement. In the Account field, select the credit card you are balancing. In the Statement Date field, enter or pick the date of the statement. In the Start Date field, enter the beginning of the reconciliation period. In the Ending Statement Balance field, enter the closing balance on the… Continue reading Reconciling Credit Card Statements