Author: Amisha Ramesh

Scenario Create a Saved Search that will show Foreign Currency Amount, Tax and Total fields from the Invoice.   Solution Navigate to Lists > Search > Saved Searches > New Click Transaction Search Title: Enter Title Click Criteria tab > Standard subtab Add filters as below: Select Type Type: Select any of Invoice Click Set Select Date Date: Select within Select last month or any needed period Click Set Select Subsidiary Subsidiary: Select any of Choose subsidiary  Click Set Select Tax… Continue reading Show Foreign Currency Amount, Tax and Total on Invoice Saved Search

Scenario There is a requirement to hide the new Custom Field created for some Custom Forms. When a new Custom Field is created and the Save button is used, the new Custom Field is applied to all the Custom Forms of that type. If a user does not want to have the new Custom Field displayed on all forms, the user may opt… Continue reading Create a Custom Field Using the Save & Apply to Forms Button

Scenario Getting an unexpected error when using a gift certificate on an Invoice. Solution   Global search the Gift Certificate that was used. Go to the Accounting tab, and check the Liability Account field on the Gift Certificate. Open the affected invoice, and verify that the transaction Subsidiary is valid for the GL account used on the Gift Certificate.

Scenario An Administrator would like to add Vendor Permission to a role, however when customizing the role they cannot locate the permission. The Administrator should check if the record has been renamed. Note: Renaming a record will also rename the permission.    Solution Navigate to Setup> Company> Rename Records/Transactions Check if Vendor record has been renamed  Note: For this scenario the Vendor record is… Continue reading Unable to Add the Vendor Permission to a Role

In a script deployment record, the Context Filtering tab lets us specify the contexts in which a script will run. We can use context filtering to ensure that a script runs only when necessary, which can improve performance. We can specify the execution context and localization context for a script: Execution Context Localization Context Execution… Continue reading Using the Context Filtering Tab

Scenario User needs to update Custom Fields in existing Expense Reports per line item through CSV import. Solution Create a file with following columns: Internal ID, Line ID, Custom Field Navigate to Setup > Import/Export > Import CSV Records Import Type: Select Employees Record Type: Select Expense Reports CSV File(s): Select the File Click Next… Continue reading Update Custom Fields per Line Item in Expense Reports by CSV Import

We can view a list of all records that have a user event script, or a client script associated with a record on the Scripted Records page. By default, only records that have at least one associated script appear in the list. The Scripted Records page is helpful for troubleshooting problematic scripts and workflows. We… Continue reading The Scripted Records Page

The Script Execution Log page shows log details across all scripts for 30 days. This page can be accessed through Customization > Scripting > Script Execution Logs. The Script Execution Log page displays all dates and times in the local time zone set in the user preferences. On this page, you can perform the following… Continue reading Viewing a List of Script Execution Logs

A statement reviews a customer’s account on a regular basis, usually monthly. Send statements to remind your customers to pay their invoices. A statement lists your customer’s transactions, including invoices, finance charges assessed, credit memos issued and payments received. It also contains an aging summary at the bottom that shows how long each amount has… Continue reading Printing Customer Statements