Customizing the Sub list View of Location in Inventory records is an Enhancement logged. So it is not possible to add the new columns using the standard customization methods.
Author: Jismol Johnson P
Workflow action to send email.
The ‘Send Email’ action can be set up to send emails to the employees who have a valid email address.There are chances for the cases in which the employee record may not have the email. In such a scenario, the send email action fails to perform and thus it will affect the working of the… Continue reading Workflow action to send email.
Workflow action in Purchase Requisition approval
A new action can be applied in the workflow for approving purchase requisition inorder to fetch the department name automatically while choosing the employee. This is done by using action ‘Set Field Value’ as shown below. Trigger On : After Field edit Triggering Client Field : Employee
How to edit the details of a new custom field in a custom record
Steps 1.Open the custom record by navigating to Customization > List, Record, Field > Record Types. 2.Then on the custom record page, select and open the field in which the changes to be made. Then we can make necessary customizations in the custom field.
Display the Last Item Receipt Date into Item Saved Search
The Formula (Date) can be used to fetch the Last Item Receipt Date to an Item Saved Search which is as shown below.
How to fetch Online Price into Item Saved Search
To retrieve the fields from the pricing join fields to get the price-related data in the item record the formula is applied in the saved search as shown below. Using this formula, we will get the Online Price of the item in the saved search result.
Customize the A/P Aging summary for displaying the purchased quantity.
A/P aging report can be customized to display the quantity purchased. The quantity received is displayed by adding the ‘Item: Current quantity available’ field into the report. The quantity which is yet to be received is displayed by adding the ‘Item: Current quantity on order’ into the report as shown below. For getting the quantity… Continue reading Customize the A/P Aging summary for displaying the purchased quantity.
Customize the Aging Report Saved Search based on Location and Division
The Aging Report Saved Search can be verified based on the location and division by adding available filter for location and division in the transaction join field, since it is an Item Saved Search. The available filter is added as shown below. Then the user will be able to choose the Division and Location based… Continue reading Customize the Aging Report Saved Search based on Location and Division
How to add a file in SharePoint in folder-Subfolder structure?
Open SharePoint Click on Site for Testing. Choose the template for site. Create document library. Create folder in the document library. To create subfolders, open the folder and click on new button. Thus, we can add any number of sub folders.
Workflow to restrict Sales Order creation.
A workflow can be developed to prevent the creation of Quotes or Sales Orders for customers without checking at least one of the required checkboxes in the corresponding customer record. This can be done by using the “Return use error” action in a state and giving the required conditions as shown below. With this condition,… Continue reading Workflow to restrict Sales Order creation.