Author: Akshay Suresh

Expose Tax Registration Number of Customer on Invoices

1. Navigate to Setup > Customization >  Transaction Body Fields >New 2. Set the following: Label = Tax Registration Number (or any appropriate name). Type = Free-Form Text Store Value = T 3. Under Applies To subtab, mark Sale checkbox. 4. Click on Sourcing and Filtering subtab and set the following: Source List = Customer Source From = Tax Reg. Number 5. Hit Save.

Most dashboards can be customized and additional portlets added.

Most dashboards can be customized and additional portlets added. Some examples of dashboards that can be customized are Transactions and Lists. An example of a dashboard that cannot be customized is Home. Steps to customize dashboard (Transactions as an example) 1. Navigate to Transactions > Transactions Overview > Settings portlet > Click Edit Custom Tab 2. Content tab > Portlets sub tab > Add additional portlets like ‘Custom Search’ 3.… Continue reading Most dashboards can be customized and additional portlets added.

Website URL is Showing Index.html

Some web site uses hosted page as their home page. Most often, when typing the website URL in the address barthe URL changes and displays /index.html file extension. Note: index.html is traditional filename which serves a general page, which is often referred to as a main or”index” page. For example, A web site URL www.mynetsuitestore.com. Everytime a shopper types… Continue reading Website URL is Showing Index.html

Change Purchase Request Form in Employee Center

Purchase request form in Employee Center role uses the Preferred Purchase order form. If the purchase request form has to be customized to show additional fields or hide existing fields, following are the steps to accomplish this. 1)    Navigate to Customization > Forms > Transaction Forms. 2)    Open the Standard Purchase order form by clicking on the Customize button. 3)    Make changes to the… Continue reading Change Purchase Request Form in Employee Center

CSV Import: Vendor Bill > To remove the Department/Location/Class field value(s) on Expense Line(s)

. Create multiple CSV Import files: *Primary File: -Internal ID *Expense File: -Internal ID -Line ID -Department/Location/Class *Users may create a Vendor Bill Transaction Saved Search to pull up above fields. –Lists > Search > Saved Searches > New. -Click on Transaction link. -Under Criteria tab > Standard subtab > Add the following fields: -Type = is Bill -Account = is not (Select the Accounts Payable Account… Continue reading CSV Import: Vendor Bill > To remove the Department/Location/Class field value(s) on Expense Line(s)

CSV Import: Sales Order > To remove specific line item(s)

1. Create a CSV Import File with the following columns/values: -Sales Order Internal ID -Item Line ID (Refers to all Line Items to be retained) *Users may create a Sales Order Transaction Saved Search to pull up above fields. –Lists > Search > Saved Searches > New. -Click on Transaction link. -Under Criteria tab > Standard subtab > Add the following… Continue reading CSV Import: Sales Order > To remove specific line item(s)

Document Numbering vs Transaction Numbering

Scenario: The company enabled auto-generated numbers on their transactions, and the Allow Override function is enabled since users sometimes need to input the document number based on our other system. How to ensure a gapless document numbering (e.g., to check for transaction deletions)? You cannot use the document number (field ID is tranid) as a… Continue reading Document Numbering vs Transaction Numbering

Tick in bulk the imported transactions (left side) of the Match Bank Data page

Ticking the imported transactions in the Match Bank Data is still an enhancement (Issue 704796). However, there is a simple workaround: 1. Select the bank account. 2. Open Web Console (F12). 3. Type this code: document.querySelectorAll(‘[aria-checked=”false”]’).forEach((e) => { e.click(); }); 4. Press Enter. Only 111 checkboxes (the ones in the current window) will be ticked… Continue reading Tick in bulk the imported transactions (left side) of the Match Bank Data page