Create a Saved Search for Changes in Memo Field of Item Fulfillment

We can show changes in the memo field for IF records by creating a Saved Search. Navigate to Lists > Search > Saved Searches > New Click Transaction Search Title: Enter Title Click Criteria Click Standard Note: Always click ‘Add’ once Filter is selected and adjusted, as needed. Select Type any of: Select Item Fulfillment (or any type, depending on your use) Click Set Select Main Line Main… Continue reading Create a Saved Search for Changes in Memo Field of Item Fulfillment

Remove Duplicate Lines in Saved Search for Item Fulfillment

Description Item fulfillment contains only one item but when we search for the same using an Item fulfillment search, it shows two lines as below with one positive quantity and one negative quantity. Solution Using Account Type as filter: Select Account Type Account Type: Select any of Select Cost of Goods Sold Click Set

Saved search to get the Revenue and COGS from Item Fulfillment and Invoices Created from Sales Orders

Saved search steps, Navigate to Reports > Saved Searches > All Saved Searches > New Choose Transaction Modify the Search title On the Criteria tab > Standard subtab > set the following Filters: -Account Type is any of Cost of Goods Sold, Income -Posting is True -Created From fields…Date = set the date -Created From… Continue reading Saved search to get the Revenue and COGS from Item Fulfillment and Invoices Created from Sales Orders

Item Fulfillment Page Does Not Show All Kit Components

User wants to fulfill items in a Kit but the Item fulfillment page does not display all Kit components.  Solution Kit/Package items displays component members in the Item fulfillment page only when these are Lot-Numbered, Serialized and with the Use Bin checkbox marked. This is because specific information are needed to be entered for these to… Continue reading Item Fulfillment Page Does Not Show All Kit Components

Service item fulfillment is possible?

//info: CDUS-1042 By setting certain fields in the associated item, we can transform service items to make them fulfilled directly through the script. Related Article to do so:http://jobinandjismi.in/service-sale-items-to-resale/ We can also set this through the UI to fulfill the order.To accomplish this, we must enable the Fulfill feature in the relevant Item. Note:Service items are… Continue reading Service item fulfillment is possible?

Creating IF record based on the line level shipping date.

Scenario: Need to create an IF record based on the line level ship date in the Sales Order. If committed lines have different ship dates, should be able to fulfil the lines with ship date today and before. Future line-level ship dates can be fulfilled on future dates only. var IFRec = record.transform({ fromType: record.Type.SALES_ORDER,… Continue reading Creating IF record based on the line level shipping date.

IF Automated Email

Description Send an email to the customer when an item fulfillment status is changed to “shipped”. There should be 2 email templates: the one currently used to send automated emails; another one need to be created with the Subject as “Your order is now ready for pick-up!” and message body as “Pick-up hours are Monday… Continue reading IF Automated Email