Tag: Department

Department field in Item Fulfillment

The Department field cannot be shown on Item Fulfillment – there is an existing enhancement. Here is a way how to display department information from Sales Orders on the Item Fulfillment form. We need to include a custom field to store the department from the sales order Type = Free-Form Text  Store Value = checked  Applies To… Continue reading Department field in Item Fulfillment

Customize Income Statement to show department subtotals per hierarchy

Users can customize Income Statement report to have a subtotal per department group, here’s how: 1.) Navigate to Report > Financial > Income Statement 2.) Click Customize 3.) Go to Edit Columns 4.) Click on the Financial Sections (Account Sections) eg: Income, Cost of Sales, Expense etc. 5.) Set Then By to Department, then click Show Hierarchy By clicking the Show… Continue reading Customize Income Statement to show department subtotals per hierarchy

Restricting journal entries based on Department or Class code

Is there a way to restrict a journal entry from be posted if it’s missing a department or class code? My company requires journal entries being booked to certain general ledger (GL) accounts to require a department or a class code but it’s not automated so we need to perform a check before we close… Continue reading Restricting journal entries based on Department or Class code

Assign Class Department Location fields to Customer and Other Entity Records

Currently there are no Class, Department, and Location to Entity Records. A possible alternate solution is to assign a Custom Segment to the Entity and source to new transactions. Solution 1. Navigate to Lists > Relationships > Customers 2. Customer line: Click Edit 3. Hover over Customize 4. Click New Field 4. Label: Enter Label 5. Type: Select List/Record 6. List/Record: Select Department (or Class/Location) 7. Store Value:Enter Checkmark 8. Click Applies To 9. Enter Checkmark for Entity records where the… Continue reading Assign Class Department Location fields to Customer and Other Entity Records

Expense Report Approval Issue

Scenario – User facing issue when approving Expense Report of his subordinate. The error message is related to a permission violation issue.In the expense report, the Next approver is the supervisor but he is not able to approve the expense report Solution – The issue was with the Departments. The expense report has the department… Continue reading Expense Report Approval Issue

Allow per line Department is Enabled but the Updates on the Header level Reflected in Line Level

The “Allow per line department” preference is enabled in the account. But the department value selected at the header level is also reflected in the transaction line level even if no department value is selected at the line level. This is because, at the transaction line level, the Department field is not exposed in the… Continue reading Allow per line Department is Enabled but the Updates on the Header level Reflected in Line Level