Hi , @Naveen B ,I need to create an import using the Sales Order Process screen. The file upload in the Import Scenario will contain the Order Number. I want to use the Sales Order Process screen to “Prepare Invoice”. Any help appreciated.Cheers,Laura
Hi All, @Tim Rodman , I have setup a Multistep PO Approval where I cant get the second step to work. The first step is for two users to approve where I have used the “Collect All Approvals….” (Rule Actions\On Approval which works fine). If the PO is < $15,000 then it need not go further and can be approved.The second Step is where I am having the issue. I have read the documentation and applied the rules but am still having issues. Please see attached for setup.Any help appreciated.Cheers,Laura
Hi All, @Naveen B, I have set up an Automation Schedule for “Refresh Currency Rates”. I will only update the previous day rather than the date that it runs. Also the schedule just stops running ever few days. Is this a known issue? Any response appreciated.My settings for the Schedule is as follows:-
Hi, I am trying to use the “Quick Process” in an import scenario. I am uploading a file with the SO number. From this SO I then want to use the “Quick Process” to raise the Shipment/confirm the shipment and create the invoice. I am unable to get this to work. Import Scenario attached.Has anyone used this successfuly?
HI All, @Olesia Alpeeva, I am having trouble getting the following PO workflow to work . please see screenshots in attached. The PO Approval process should be as follow’s:-Step 1All PO’s go person A & B. Both must approve. IF the PO is under $15,000 the PO is approved. This step works fine.If the PO is over $15,000 move to the next Step. Step 2 If the PO is over $15,000 and the country in ShipTo field is ‘AU’ or ‘NZ’ the PO needs to go to Rachael to be approved. If under $150,000 the PO may be approved. If the PO is over $15,000 and the country in ShipTo field is not ‘AU’ or ‘NZ’ the PO needs to go to Robert to be approved. If under $150,000 the PO may be approved.I can not get Step 2 to work properly. it does get allocated to Rachel and Robert and Approved but does not move on to the next approvers. Status is “Pending Approval” but no next allocation is applied in the Approval tab.Step 3If the PO is over $150,000 and the approver i
Hi, where do i remove “balancing entry” in the bank aba file in AP please? CheersLaura
Hi All, @Naveen B,I am in the middle of creating an Import Scenario to load Configurator Items. The attached is what I have so far. The Summary and Feature load however only the second inventory loads.What am I missing please. Error:-”Field: Label, Value: Colour, Error: An attempt was made to add a duplicate entry.”Sample also attached.Regards,Laura
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