Tag: Line Number

Create a Custom Transaction Line Item to Display Item Line Number on Transaction Records

Users sometimes want to establish a Custom Transaction Line Field that acts as a Line Number, automatically assigning sequential values based on the existing Item Line Number. Solution Create the Custom Transaction Line Field    Navigate to Customization > Lists, Records, & Fields > Transaction Line Fields > New Label: Enter Line Number ID: Enter _line_number Type: Select Integer Store Value: Enter Checkmark Click Applies To Sale: Enter Checkmark 7. Click Save   Create a Workflow… Continue reading Create a Custom Transaction Line Item to Display Item Line Number on Transaction Records

CSV Import-To update the Class field value on Expense Line under Vendor Bills

Scenario Create multiple file CSV Import to update the Class field value on Expense Line under Vendor Bills Solution Create a CSV Import file: Primary File Internal ID Expense File Internal ID Line ID Class Expense Category Navigate to Setup > Import/Export > Import CSV Records Import Type = Transactions Record Type = Vendor Bill/Supplier Bill Select Multiple files to upload Primary File – Vendor… Continue reading CSV Import-To update the Class field value on Expense Line under Vendor Bills

How to Add a Number Line Column in a Saved Search

There are some cases that a user would want to add a number line column in a savedsearch result without exporting it on a spreadsheet. This is easier for the user to identifythe transaction in sequence, especially if the Internal ID is listed multiple times.Here’s the formula you can use in your Saved Search. Navigate… Continue reading How to Add a Number Line Column in a Saved Search