When you customize the Wave form, you can assign your own custom advanced print template for generating pick tickets. You can also set your custom form as the preferred form for creating wave transactions. To create custom wave forms: Go to Customization > Forms > Transaction Forms. From the Custom Transaction Forms list, click Customize next to the… Continue reading Creating Custom Wave Forms
Author: Amisha Ramesh
Creating Custom Advanced Templates for Pick Tickets
To create custom advanced templates for pick tickets: Using the Administrator role, go to Customization > Forms > Advanced PDF/HTML Templates. From the Advanced PDF/HTML Templates list, click Customize for Standard Pick Ticket/Pick Report PDF/HTML Template. If you want to display standard or custom fields from a pick ticket saved search, do the following: On the New Element subtab,… Continue reading Creating Custom Advanced Templates for Pick Tickets
Printing Pick Tickets from Wave Transactions
Pick tickets provide details of released items and pick tasks for processing. The picking type of the wave determines the grouping of items on a pick ticket. Single Order Pick Ticket – Pick ticket for each released order, containing all line items included in the wave. Bulk Picking or Multiple Order Pick Ticket – Pick ticket for each pick… Continue reading Printing Pick Tickets from Wave Transactions
Prevent Creation of Project if Customer is on Credit Hold
Scenario Prevent Creation of a Project record if the Customer is on Credit Hold Solution Create a Custom Entity Field Navigate to Customization > Lists, Records, & Fields > Entity Fields > New Label: Enter Label Example: Credit Hold Status Type: Select Free Form Text Store Value: Remove Checkmark Click Applies To Project: Enter Checkmark… Continue reading Prevent Creation of Project if Customer is on Credit Hold
Currency Field Disabled when Creating New Project for Multi-Currency Customers
Scenario When creating a new Project for multi-currency Customers, the Currency field is disabled. Solution This is true when Consolidated Payments Feature is enabled. When enabled, elements like Customers and Jobs in the hierarchy will have the same Primary Currency.
Projects Use the Auto-Generated Numbers for Customers
Scenario Auto-Generated Numbers for Customers is enabled (navigate to Setup > Company > Auto-Generated Numbers > Entities tab). When a user creates a new project, the system assigns it with the number that is supposed to be for the next customer. Advanced Projects feature is disabled. Solution Projects can only be assigned with its own Auto-Generated Numbers when Advanced Projects feature is enabled. With the feature disabled, projects are assigned… Continue reading Projects Use the Auto-Generated Numbers for Customers
Create New Project not available on the Customer Record Create New Icon
Scenario The Create New Project option is not available on the Customer Create New Menu icon Solution To resolve this, perform the following steps: Navigate to Customization> Forms > Entry Forms Click Edit link beside the preferred customer form In the Subtabs subtab, make sure that the Show checkbox for Sales is marked Go to the Sublists tab > Sales subtab Make sure that the Show checkbox for Project is marked Click Save
Folder Restrictions Saved Search
Scenario User would like to create saved Folder search that will expose where the Folder restrictions were applied. Solution Go to Lists > Search > Saved Searches > New Click Folder Search Title: Enter Required Title Click Results tab Click Columns Field: Summary Type = Select Maximum Select Department Summary Type = Select Maximum Select… Continue reading Folder Restrictions Saved Search
Create Customer Saved Search to Sum Up Entity Status per Sales Rep
Scenario The user wants to create a Customer Saved Search to sum up multiple Entity status per Sales Rep. Solution Navigate to Reports > Saved Searches > All Saved Searches > New Select Customer Enter Search Title Click Results Click Columns Field: Note: For every required field use the drop-down menu to select it and… Continue reading Create Customer Saved Search to Sum Up Entity Status per Sales Rep
Add line items display in Project Record – Sales Order
Develop a user event script to display the line items in the Project Record by pulling data from the linked Sales Order. An Item subtab has been created in the project record to display the linked sales order item details. The sales order details are: Item Rate Amount Linked sales order /** *@NApiVersion 2.1 *@NScriptType… Continue reading Add line items display in Project Record – Sales Order