Tag: Transactions

PART 3 – General Ledger Impact and Transactions

This section will explain the fields displayed on the GL Impact page and the types of transactions that generate GL Impact. GL Impact Page Fields  Accounting Book: This field will show up only if the Multi-Book accounting feature is enabled and provides the ability to maintain multiple sets of accounting records. For example, a company that… Continue reading PART 3 – General Ledger Impact and Transactions

How to add Memo Field in the Sublist Under Related Records Tab of Sales Order Record

1. Create Saved Search Navigate to Lists > Search > Saved Searches > New Click Transaction Search Title: Enter Title Click Criteria Filter:Note: For every required field use the drop-down menu to select it and once adjusted click Add if needed. Select Main Line Main Line: Select Yes Click Set Click Results Click Columns Field: Select Memo Click Available Filters Filter:Note: For every required field use the drop-down menu to select it and once adjusted click Add if needed.… Continue reading How to add Memo Field in the Sublist Under Related Records Tab of Sales Order Record

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

Saved Search to Show Inventory-Affecting Transactions in the Item Record

Follow the steps below to create Saved search to show inventory-affecting transaction in the item record: 1. Navigate to Lists > Search > Saved Searches > New > Transaction.2. Under the Criteria tab > Standard sub tab > Filter column, add the following: Account > select the Asset account Posting > is true Main Line > is False 3. Under the Results tab > Columns sub tab > Field column, add the following: Date Number Type Quantity Under the Available… Continue reading Saved Search to Show Inventory-Affecting Transactions in the Item Record

Delete Paired Intercompany Transactions

For Intercompany Purchase Orders/Sales Orders containing Assembly items: 1. On the Global search, key in the Intercompany Sales Order you wish to delete. 2. On the view mode, right-click on the Purchase Order # shown on the Paired Intercompany Transaction and Open in a New Tab. 3. Return to the tab of the Intercompany Sales… Continue reading Delete Paired Intercompany Transactions