I have created an import scenario to create employee time activities for an excel spreadsheet. The spreadsheet contains the employee ID, the from and until weeks for the header (this is contained on each line, so the detail knows which employee and week the record should be created under) and then the date, project, project task, labor item, hours, and description for the activity itself. When trying to import multiple records, it only creates one activity and errors on the others, or it doesn’t create the activity, but doesn’t error. If you go one by one and activate and import one line at a time it correctly creates all the activities. What am I missing to allow all the lines to get created with one import as opposed to importing each line separately?
My client needs to be able to issue a refund to their customers before the product is received back in. We were trying to use an RC order type and on the general screen you can select a box to “allow refund before return”. Has anyone been able to get this to work. The prepare invoice selection is still grayed out and we can only get the credit memo issued once we complete the return. They need to track when the product is returned and it is serialized product but they want to issue the credit before the product is returned. If anyone has successfully setup this workflow can you let me know how you did it?Thanks,
Is there away to use ‘AND’ and ‘OR’ in a visible expression on a report writer section? If so, what is the correct syntax as I have tried various parenthesis and cannot get it to work so any help would be appreciated.
Client has a valuation financial report where they list out in Rows the (row 1) CY Net Income (ie 2022), (row 2) last year net income (ie 2021), (row 3) year before that (ie 2020) and (row 4) 3rd prior year (ie 2019) in column1, then they have another column, column 2, which starts with the previous year (ie 2021) in row 1, then 2020 in row 2, 2019 in row 3 and 2018 in row 4. They have a row 5 that then takes the average of those 4 years to show the change from year to year.In the row1 I have defined no offset, In row2 I have defined -1 for year, in row 3 I have defined -2 for the year and in row 4 I have defined -3 for the year offset. For the current year in column 1 the numbers show correctly for the 4 years. For column 2 which would start with 2021 the column is defined with -1 in the column set and because the row for the current year has no offset it looks to the column set, so it works for row 1 but for rows 3, 4 and 5 because the offset comes from the row it is showing 2021
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