Tag: vendor

Make a copy of vendor or customer records using user event script.

To make a copy of vendor or customer records, the create context type can be used instead of copy context type in the user event script. In the user event script, beforeSubmit(scriptContext) entry point is selected. It is because in the view mode of the record, “Make a copy” option is not available in the… Continue reading Make a copy of vendor or customer records using user event script.

How to Create a List of Item Receipts from a Specific Vendor for a Specific Month

Need a list of Item Receipts from a Specific Vendor for a specific month. 1. Navigate to Reports > Saved Searches > All Saved Searches > New.2. Select Transaction from the list.3. In Criteria > Standard > Filter:    a. Select Type = Item Receipt    b. Select Created From Fields… from the dropdown and in the popup select Type. In the new popup box, choose Purchase Order    c. Main Line=False    d. Select Quantity from the dropdown and in the popup, select greater than and… Continue reading How to Create a List of Item Receipts from a Specific Vendor for a Specific Month

Create saved search for Multi-Subsidiary Vendors

When we create vendor searches and vendor saved searches, we can obtain results for all of the secondary subsidiaries assigned to the multi-subsidiary vendor. On the Available Filters subtab, select Subsidiary Fields, and then choose the fields to include as filters. On the Results > Columns subtab, select Subsidiary Fields, and then choose the fields… Continue reading Create saved search for Multi-Subsidiary Vendors

CSV Import to add Bank Details for VENDORS

Before users can import Entity Bank Details, Vendor records which will be updated need to have the EFT Bill Payment checkbox enabled under Bank Payment Details subtab. This can be done via CSV Import or Mass Update. After updating this field, users can now do a CSV Import for the Custom Record called Entity Bank… Continue reading CSV Import to add Bank Details for VENDORS