If I may offer part of our solution, as some customers require a Purchase Order number in order for their accounts departments to pay or process an invoice, but in general, we won't have that Purchase Order number until the order is underway (ie, we've supplied a Pro-Forma invoice so they can write up their Purchase Order…

Hi timelms, I am often asked by users to include more columns than the default available and more information in the searches on dashboards. Best practice I have found is look for any columns containing data that can be combined, and not required for links or is too large already. Say for example you had a column in your…

We have to use vendor bill variances every month due to the pricing on certain items that vary for different reasons, including staff changing the PO values for no valid reason I've ever found.... So it was the only way we found to properly match the Purchase Orders to Vendor Bills. The only thing I make sure is that the…

We have the same settings as PaulFleetwood and get the same issue with any invoice date on the 30th or 31st pushing out that extra month. I've tried a few things including a formula field to catch any dates extending outside the 30 day EOM but generally is just something I'm aware of and ensure I check the due dates before…

Sounds tricky, and I'm not sure how or if this would fit into your escalation rule unless that is formula based, but we quite often have to bypass or remove weekends from search results and push any scheduled reminders or emails onto a number based on business day. And I cannot recall where I first ran across this formula…

Mike, Sorry for replying late, we look to be in different timezones, eh.... "Document Number/ID" is what works for me. My search is trying to specifically identify and show orders or invoices with balances either of a certain value or find if a customer name or reference number has a balance open and what it is, so I have…

Not sure how much help I can offer but I've used NS_CONCAT() a couple of times and found that it only give results correctly when Summary grouped or something. It could be one of the search criteria that is making the results repeat. Just spit-balling, but multiple repeats on search results generally points to a criteria…

Like dominicb detailed above, I use a similar saved search set to be available as dashboard view, and add a filter for Document Number/ID (not just 'Document Number') which allows you to enter search criteria in the filter field that can include wildcards and other SQL search expressions such as 'OR'. I then place the…

I have a saved search setup being used as a search form on a dashboard that uses text field filters to enter groups of SO numbers where I either enter just a single number or if I need to search more than one I use the OR separator. So I can enter "S1234 OR S1111 OR S0001" and get all 3 results display in my search…

Really not sure if it would help you in your search but when I needed to sort results when using NS_CONCAT I separated the different field results (in my case I had Quantities and Item Categories per Customer) in separate formulas, and grouped the fields, to give the results side by side in columns. Then exported .csv,…

Create a Custom Item Field (Customization > Lists, Records, & Fields > Item Fields > New) Then use formula CASE WHEN ({printitems}='Yes') THEN 1 ELSE 0 END Reference the field ID in a formula on your search: 1 for yes, 0 for no. Like this: CASE WHEN {<em>custitem_ID</em>}= '1' THEN 'Yes' ELSE 'No' END Not sure how that…

This might help, but do some testing first I guess. You say it's not an actual link where you need http:// to preface it, but it's still a link of sorts? So instead of a hyperfield use a 'Free-Form Text' type field with your link text in the 'Default Value' field, but UNTICK the Formula box. This is used when I do mailto…

Not sure about a 'standard' process, but for invoiced jobs we have that are to be refunded, and the items on the invoice are being returned, there is a 'Credit' button normally on the paid invoices that will create a credit note, so not editing the invoice, but creating a new document, that will show all items essentially…

I'm thinking that is was a defect, prior to the update, not currently. There must have been an error where APC licences were able to be assigned without proper provisioning. I'd noticed on our account that we were paying for Advance Partner Center licences and the Current Provisioned Qty would increase to reflect the…

I've used a Subtotal line followed by a Discount line item with a percentage discount. This is all on the Bill, not a receipt or purchase order if that works for you. After billing the purchase order you added a line under all of the entered items for Subtotal, then under that put your Discount with the x% as that will…

Try going to Lists > Mass Updates > Mass Update, expanding General Updates, and selecting Invoice. Then you can restrict your results to the invoices you'd like to send on the criteria tab, on the Mass Update Fields tab select the checkboxes in both the Apply and Value columns corresponding with the "To Be Emailed" field,…

Try using: .... WHEN NVL2(TO_CHAR({location}), 0, 1)= 1 THEN '10267359' ... I've had some success with NVL() and NVL2() functions to grab NULL values but sometimes have to convert fields using TO_CHAR() or the formula fails, sometimes. Good luck

Just editing the existing customer card and select the other existing customer in the 'Parent Company' list worked for me just now. Don't recall there being any changes to that process recently. Is there any chance that someone has edited the entity form layout and moved or removed the Parent Company field?

I know if you go in to Edit mode on the customer or contact page you can "Remove" the notice without deleting the email address. Not sure entirely if that will stop the bounce message appearing again if the system detects a future error, but will remove the notice at least until then.

Yes denversasha A similar issue with regards to emails sent directly from a transaction and replies to our case email address are not creating new cases. The emails are coming through as we left the email receival on one computer system in order to catch these occurrences. You're not alone in this.

Only if you have data that you can combine. I would typically use a formula in one or two columns and CONCAT() a couple of fields together with a spacer or mark between them. So a 'Transaction Number - Name ' combined or 'Date Created / Due Date'. Not the best solution sometimes but it works for some dashboards, or staff…

Was looking for a solution to just this issue today but related to another function, creating a link to fill in a email-to-sms message. Customer phone numbers get entered in a variety of ways, with spaces, dashes , plus signs and brackets, depending on where the number was sourced from and who was entering it. I needed a…

For both cases, see if you have any Highlights set that would reference fields that could be set with multiple entries, or any of your columns with the same thing. If a card could have multiple addresses for example. I've come across similar issues where restricting to Main Line:true limits the results and removing any…

We started out setting up Kits for our assembled, multi part items, but quickly switched to Assemblies as al3xicon suggests. It was during our very first live orders we found issues with components in a similar vain to the OP and our implementation team made the suggestion, then recreated our items database to scrap the…

That is what I use too. But for custom body fields with formulas I have used {applyingtransaction.number} to find the Sales Order related to a Quote, and {billingtransaction.number} for related Invoice from a Sales Order.

There is an update on the Status page now: 11/30/2017 An incident in our NA Northwest facility has resulted in a degradation in performance for customers local to that datacenter when using accounting functionality. We take this episode very seriously and are continually working to ensure that events like this are…

We're seeing the same issues, have submitted a request by email to Support. Here is the details I have: JCurve Support ph: 1300 793 725 w: support.jcurve.com.au

Same issue as cpolanish detailed for script created PDF files. We have latest Chrome build also. When downloading the generated PDF just adding a ".pdf" to the end of the file name saves a functioning PDF file so that is what I've instructed our users to do when they need these particular files. Generating PDF files for…

If you've moved data center, as you mention you're now seeing ..system.na3.... so I assume this is new, you will need to manually update or re-map any links or shortcuts you have made that link to the old data center, as John replied, you will see the timed out - login page if you are linking to the old data center. I had…

Welcome, and yes, generic vendor cards are useful. We have several for such things as 'Taxis' (covering UBER in a manner of speaking), 'Fuel' and 'Miscellaneous Vendors' to name a few. The Miscellaneous card is useful for one off transactions but if we find if there will be repeat business with that supplier then creating…