Disallow the creation of bill if reference already exists for a vendor through csv imports.

if (scriptContext.type == scriptContext.UserEventType.CREATE), then check whether it is a vendor bill. Get the values of vendor and reference number from the current record. Create search to get the count of reference number which is entered in the vendor bill. Return the count. var searchBillResultCount = vendorbillSearchObj.runPaged().count; return searchBillResultCount; If count is greater than zero,… Continue reading Disallow the creation of bill if reference already exists for a vendor through csv imports.

Rounding off JE’s at the time of knocking off

Requirement: If the amount difference between the Bill and Bill Payment is between 0 and 5, automatically generate the journal entry to pay the bill transaction. Solution: If the difference between the Bill and Bill payment amount is between 0 and 1, a new Bill Credit(Memo: Rounding Off) will be created automatically for the remaining… Continue reading Rounding off JE’s at the time of knocking off

Proposal for Creating a field on Bills with link to any of the attached Documents

Deliverables  Client needs a field on Bill that holds link for each attached documents of that bill Solution As a solution, we could create a new Field Attachment Links which is a Rich Text field. We could use a Saved search for setting Dynamic default value for that field. The saved search will list all… Continue reading Proposal for Creating a field on Bills with link to any of the attached Documents

Tax codes are not available in the vendor bills/invoice

The tax codes are listed according to the tax nexus of the vendor/customer. The different scenarios of tax codes are added below: Default shipping address – Yes Default Billing Address – Yes then, the vendor bill will list the tax codes in the vendor address country. 2. Default shipping address – No Default Billing Address… Continue reading Tax codes are not available in the vendor bills/invoice

Storing Item Receipt number in Bill and Bill number in Item Receipt

Requirement There is a bill button on the IR record and if the user clicks the bill button from the IR record, the IR number should populate to the custom field in the bill record. And once the user saves the bill, the corresponding bill number need to be stored in a custom field in… Continue reading Storing Item Receipt number in Bill and Bill number in Item Receipt

Automation of Creating Invoices and Bills for intercompany sales orders

This proposal covers the scope of Automating the creation of Invoices and Bills. Proposal Summary This proposal will be covering the implementation of the Automation of Creating Invoice and Bills from Intercompany Sales Order and Purchase Order to the production account. Requirement  Macrofin’s client needs to automate the creation of the Invoice and Bill when… Continue reading Automation of Creating Invoices and Bills for intercompany sales orders