Author: Renjima C S

Display Quantity remaining of Inbound shipment in item sublist

it is not currently possible to fetch this data directly from the inbound shipment record to the Item records. To achieve the same, we can create a custom field in the inbound shipment record and use the script to source ‘Quantity Remaining’ values from a data set (Workbook data set). We can then fetch these… Continue reading Display Quantity remaining of Inbound shipment in item sublist

Resolve Error: “You Do Not Have Permission to Edit This Transaction” When Print a Posting Transaction

Using a custom role, printing of a posting transaction such as Invoice in a closed period results in error above. Navigate to Setup > Users/Roles > Manage Roles Custom Role: Click Edit Click Permissions tab  Click Setup subtab Permission: Select Allow Non GL Changes Level: Select Full Click Add Click Save Navigate to Setup > Accounting > Manage Accounting Periods Click required Accounting Period Allow Non GL Changes: Enter Checkmark Click Save

Using workflow Restrict Roles from Creating Records

Navigate to Customization > Workflow > Workflows > New Basic Information: Name: Enter Restrict Users (WF) Record Type: Select Transaction Sub Types: Select the Appropriate Sub Type Example: Sales Order Released Status: Select Released Keep Instance and History: Select Always Enable logging: Enter checkmark Event Definition On Create: Enter Checkmark On View or Update: Enter Checkmark Trigger Type: Select Before Record Load Click Save Workspace: Click State 1  Bottom right corner: Click New Action Click Return User Error Basic Information:… Continue reading Using workflow Restrict Roles from Creating Records

Customer Statuses

A customer status describes a lead, prospect, or customer’s stage in the sales cycle. All statuses have a probability level associated with them. This probability reflects the percentage chance that a lead or prospect will purchase from your business. Leads should have a 0 probability. If the probability increases, they are then considered prospects. Go… Continue reading Customer Statuses

Expose the Contacts Sublist on Lead Records

Navigate to Customization > Forms > Entry Forms Standard Lead Form: Click Customize Name: Enter Name Enable Field Editing On Lists: Enter Checkmark Store Form With Record: Enter Checkmark Form Is Preferred: Enter Checkmark Click Sublists tab Click Relationships subtab Contacts: Show: Enter Checkmark Click Save

Unable to find edit button on Approved Journal Entries for Custom Roles

User with custom role is unable to edit a Journal Entry after the Approval Status has been set to Approved. The account’s Approval Routing for Journal Entries = T and is using the Journal Entry Approval Workflow. Navigate to Customization > Scripting > Scripted Records View Journal Entry  Workflow tab: Click Internal ID of the Workflow Released Workflow page: Click Edit  Click Approved State box Hover to Lock Record  Click Pencil icon… Continue reading Unable to find edit button on Approved Journal Entries for Custom Roles

Using LIKE function in SQL Statement for Saved Search Formula

User wants to compare three Custom Item Fields to ensure that Custom Item Field #1 contains both Custom Item Field #2 and Custom Item Field #3. In example: Custom Item Field #1 Value = Sales, Purchase (internal ID = custitem_componentglaccts) Custom Item Field # 2 Value = Sales (internal ID = custitem_customeglincome) Custom Item Field #… Continue reading Using LIKE function in SQL Statement for Saved Search Formula

Employee center dashboard publishing permission

Go to Lists > Employees > Employees. Beside the employee who is responsible for publishing the Employee Center dashboard, click Edit. Click the Access subtab. On the Roles subtab, verify that the employee is assigned the Employee Center role. On the Global Permissions subtab, from the Permission list, select Employee Center Publishing, and then click Add. Click save.