Tag: search

Display related Item Fulfillment/s on Invoice Form similar to Related Records tab on Sales Orders

Go to Reports > Saved Searches > All Saved Searches > New. Choose Transaction. SEARCH TITLE = Related Item Fulfillments or (Any name) On the Criteria Subtab: FILTER column: Choose Type then any of Item Fulfillment. FILTER column: Choose Main Line then set to yes or true. On the Results Subtab: In the Columns Subtab click Remove All. FIELD column: Choose Document Number. Add necessary fields On… Continue reading Display related Item Fulfillment/s on Invoice Form similar to Related Records tab on Sales Orders

Retrieves the URL associated with a given file name

The following function can be used for retrieving the URL associated with a given file name. /** * Retrieves the URL associated with a given file name. * @param {string} fileName – The name of the file to retrieve the URL for. * @returns {string} The URL corresponding to the provided file name. */   … Continue reading Retrieves the URL associated with a given file name

Eliminate not ticked in JE

Query How to quickly identify which JEs had intercompany accounts where the box “eliminate” was not ticked, aside from clicking into each JE manually to check one by one? Solution By default it is currently an enhancement to show the eliminate field in Saved Searches via 239282 To make Eliminate Intercompany Transactions available on criteria and… Continue reading Eliminate not ticked in JE

Remove the Parent Name on Matrix Subitem in an Item Saved Search name

User is unable to remove the parent of a matrix item in an Item Saved Search. Solution: Navigate to Lists > Searches > Saved Searches > New Select Item Click on Results Field: Select Formula (Text) Formula: Enter CASE NVL2(REGEXP_REPLACE(REGEXP_SUBSTR({name},’: [^:]+*$’),’: ‘,”),1,2) WHEN 2 THEN {name} ELSE REGEXP_REPLACE(REGEXP_SUBSTR({name},’: [^:]+*$’),’: ‘,”) END Note: This is currently… Continue reading Remove the Parent Name on Matrix Subitem in an Item Saved Search name

Custom A/P Aging Details Report – Aging Options

Query Hoping to find you well. I was exploring the Aging Options functionality found on your typical A/R or A/P Summary report. In my specific scenario, I am looking into the A/P side of things. When creating a custom Summary Aging report, upon previewing, at the bottom, where the filtering section is located, one may… Continue reading Custom A/P Aging Details Report – Aging Options

Validate the Document Type Field empty on Saved Search

Scenario There is a requirement to validate the Document Type Custom Field to “is empty” in a Saved Search filter but the “is empty” option is not available. Solution A formula may be created to achieve this. Navigate to Lists > Search > Saved Searches > New Click Saved Search Click Criteria tab Click Standard tab Filter: Note: Always click Set and Add once Field is selected and… Continue reading Validate the Document Type Field empty on Saved Search

Create Transaction Detail Report to show Related Transactions of Item

Scenario User would like to create a report to show all related transactions of an item. Solution You may follow below steps: 1.) Navigate to Go to Reports > Financial > Transaction detail > Customize2.) Rename  the report3.) Under Edit Columns, add fields: Transaction Type: Transaction Type Long Name Transaction: Date Transaction: Item Transaction: Document Number Transaction: Account Full… Continue reading Create Transaction Detail Report to show Related Transactions of Item