The Supervisor Approval check box disappears when if user marks the Purchase Orders checkbox (Setup > Accounting > Accounting Preferences > Approval Routing). It will be replaced by the Approval Status selection field instead.
Author: Akshay Suresh
“This item cannot be deleted because it has child items” when Deleting an Item with no Transaction History
Solution: This warning message is usually encountered when a user is trying to delete a record in the system and it has child records as indicated under History> Transactions. User should investigate if this item has been a member of a kit or assembly item. Any transaction under the kit or assembly item to which… Continue reading “This item cannot be deleted because it has child items” when Deleting an Item with no Transaction History
Workflow > Set a specific Custom Form for New Transaction Triggered via Make Copy
Below is a sample workflow to set a specific custom form for a new transaction triggered via make copy of an Estimate. Steps:1. Create a new workflow with the following summary settings (Customization > Scripting > Workflows > New) a. Name = Default Custom Form – Make a Copy b. Record Type = Transaction c. Sub Types =… Continue reading Workflow > Set a specific Custom Form for New Transaction Triggered via Make Copy
Quantity On Order Column on Item Records
There are three main sources for the Quantity On Order: 1. Open Purchase Orders > when Items are purchased such as normal Inventory Items and Assembly Items when Allow Purchase of Assembly Items preference is enabled under Setup > Accounting > Accounting Preferences > Items/Transactions > Inventory.2. Open Work Orders > for Assembly Items.3. Transfer Orders > when Multi Location Inventory is enabled. The quantity will be added as On order in the ‘To Location’ set on the… Continue reading Quantity On Order Column on Item Records
Price Level is Not Showing on Sales Transaction
There are only three reasons why a Price Level is not showing up as an Available selection on a Sales Transaction > Price Level Column: 1. Price Level is Inactive 2. Online Price Level is checked 3. Item record shows no amount specified for the Price Level created (Item Record > Sales / Pricing Tab >… Continue reading Price Level is Not Showing on Sales Transaction
Custom Field that Displays the Total Quantity on Hand of an Inventory Item Across All Locations
The user wants to display the total quantity on hand of items across all locations. This eliminates the process of adding up the values manually when viewing an item record. A. Create a summary saved search of the On Hand field of the items. 1. Navigate to Lists > Search > Saved Searches > New >… Continue reading Custom Field that Displays the Total Quantity on Hand of an Inventory Item Across All Locations
How to display line numbers in advanced pdf template
If we use the actual line numbers and anyone ever deletes a line, we’re going to have gaps in the line numbers, which would likely be more confusing than useful. I would suggest just assigning a number in our code and increasing it each loop.