Channels
#general
- e
erictgrubaugh
02/09/2017, 3:29 PMNot that I'm aware of, but Return Authorizations do, I believe - e
erictgrubaugh
02/09/2017, 3:52 PMwhich can be transformed to credit memos - m
mg2017
02/09/2017, 4:02 PMyeah - we actually switched the Return Authorisation off as we didn't see the point having two steps - creating credit request > credit memo - n
neerajrtiwari
02/09/2017, 6:16 PMis there a non-workflow way to default the approval status of dropship POs to "Approved" ? I am able to achieve this by a workflow. Was wondering if there is any other way? - j
jokell
02/09/2017, 6:20 PMJust set the approval status to “Approved” when you are entering the PO? - n
neerajrtiwari
02/09/2017, 6:23 PMThat is a manual change of status every time a dropship PO is created. - e
erictgrubaugh
02/09/2017, 6:25 PMWould be great if you could set default values for a field in the form customization, but I do not see that is possible - e
erictgrubaugh
02/09/2017, 6:25 PMI think workflow/script might be your only options here - a
al3xicon
02/09/2017, 6:26 PMwell, with checkboxes you can default them to checked - a
al3xicon
02/09/2017, 6:27 PMand if you do that for the 'has supervisor approval' checkbox, the status won't go to pending supervisor approval - a
al3xicon
02/09/2017, 6:27 PMso if you have a separate ds po custom form, that's how i would do it - m
mhendricks
02/09/2017, 6:27 PMbut if you use a workflow for standard POs its a list field instead and you might need to either script or set it with a workflow. - a
al3xicon
02/09/2017, 6:31 PMi see, mentioning the approval status field implies having the workflow setup, which i don't have turned on - m
mhendricks
02/09/2017, 6:42 PMyeah under setup>accounting preferences>approvals, if you check "Purchase Order Approval" it changes it to a list field and adds a next approver field. - a
al3xicon
02/09/2017, 6:43 PMgotcha - i think i have seen that before in a different account - e
erictgrubaugh
02/09/2017, 6:53 PMThere are some transactions that can be configured with a default Status under
, but alas, POs are not one of themSetup > Accounting > Accounting Preferences - e
erictgrubaugh
02/09/2017, 6:53 PMand that would be all POs, not just drop ships - n
neerajrtiwari
02/09/2017, 7:12 PMGot it, thanks all for the inputs! - j
jokell
02/09/2017, 7:18 PMIs there any way to compare an accounting period to the current period in a formula? I want to do something like
but I can’t find any documentation on itCASE WHEN {accountingperiod} = {this period} THEN… - l
leo
02/09/2017, 7:26 PMHey guys, if you want to upload an item receipt related to a transaction, is there a way to do it? - l
leo
02/09/2017, 7:26 PMi feel like a noob asking that but a coworker and mine couldn't figure it out in the import/export - a
al3xicon
02/09/2017, 7:28 PMdoesn't look like you can do that via csv import @leo - a
al3xicon
02/09/2017, 7:28 PMare you just batch-receiving a bunch of POs? - l
leo
02/09/2017, 7:28 PMbatch receiving a bunch of return authorizations - l
leo
02/09/2017, 7:28 PMso about the same as far as NS transactions are concerned i would say - l
leo
02/09/2017, 7:29 PMgood to know @al3xicon, now i know what i have to do in addition to my daily duties 🙂 - a
al3xicon
02/09/2017, 7:32 PMyou may be able to leverage the Receive Return Authorization page - a
al3xicon
02/09/2017, 7:33 PMif you know the return auth transaction IDs which are a subset of all the returns you could potentially receive right now, then you could do a CSV import on the Return Auth Transaction records, to mark them using a custom checkbox as needing processing - a
al3xicon
02/09/2017, 7:33 PMthen on the batch process page, add the custom checkbox as a filter, select it to only display transactions that have been marked as such, mark all and submit - l
leo
02/09/2017, 7:37 PM@al3xicon Excellent Idea sir!