Best Of
Re: Saved Search that shows records where Bill To and Ship To Customers are different
You can use this Formula (Text):
CASE WHEN {billaddress} != {shipaddress} THEN 'T' ELSE 'F' END
Replace {billaddress} with the Standard NS entity field for the Bill To Customer and {shipaddress} with the NS Custom field ID for the Ship To Customer/End User.
Re: UPS Lables Batch File Not working
OO I have made some progress.
When a label is generated it goes into the "Downloads" folder but it does not automatically print it.
To print it I have to navigate to the downloads file and then double click it. It then prints but it does not delete the file once printed.
Is there any way to make the file automatically print and then move to the bin once printed?
Re: How to add Customer PO Number needed on Sales Order Report?
The customer's PO number is called "Reference Number" under the Bookings folder in that report.
3944021
Re: Cancel RMAs using Workflow
Hi @User_WACAY,
I was able to set the status to Closed for return authorization records that are more than 90 days on Pending Approval status. Here's the workflow setup on my end you may use as guide:
Each line item must be closed for the whole record to be set to Closed. Here's one of the return authorization records pulled by the saved search filter:
You can test the how the workflow will execute on a few records when Release Status is set to Testing. Click the Execute Now button on workflow setup page to run the workflow on the first 20 records returned by the saved search. You may, then, change the Release Status to Released after testing the suggested solution.
Hope this helps ?
If you find this reply to your question as helpful, others with the same question might find it helpful as well. By marking “Yes” on the “Did this answer your question”, you’ll be able to aid the community to find the solution much easier and faster without the need to read through all the replies.
Re: Can't add REST API connection in NSAW
@Grace Catabian-Oracle - Thanks, I have a support ticket in now.
jknigga
Re: Anyone having issues with a record based on a List in 2024.1
Thank you, I just added a default value to the field definitions for any effected fields.
Which logically should be the correct way to do things🙂
Re: Add a Custom Financial Report in Reports Tab for accounting center role
Yes, Able and Angelica. I just saw your comments, thanks for all the help.
@Able Wilson that's precisely what I did and it worked, however my only issue is that it duplicates the reports subtab for the user with classic center roles.
That's why I came up with the second alternative which is have the account center roles enable the classic center interface in their preferences so I don't need to create the accountant center tab.
Thank you!
Anneth
Re: Add a Custom Financial Report in Reports Tab for accounting center role
Just to update this thread, the only way to do this is:
- Create an Account Center Tab where you can add any report you requiere. However this will duplicate the reports for those roles under the classic center interface.
- Have the users with the accountant center that want to see the report, change their user preferences, in the tab Appearance, to check the box USE CLASSIC INTERFACE. Although, just make them aware that this will change their current view.
Thanks!
Anneth