Hi,

So for #2 I agree with Alexeverhart and the fist half of the question but think that the answer may need a bit more elaboration. If you are going to have parts that you own shipped out to a vendor then you should have a location for that vendor in NS. The vendor from whom you are purchasing the unpainted part, that PO should be set up to be received into the other Vendors Location. This way when you send the PO the correct ship to address will show on the PO and when you receive the component you will receive it into the correct location. So there are a few ways to go about the step of the assembly, and ours is a bit different. The method that we use is to purchase not an assembly but a Labor PN. We then receive that into the Vendors location, build the item (the item would have a BOM consuming all relevant parts and the labor PN in order to capture the correct cost) at the Vendors location and then transfer it from their location into the receiving location. It should be mentioned that our method avoids the need for OUTSOURCED MANUFACTURING in the system, as we are leveraging normal manufacturing processes to achieve the same goal. For us all we needed was to turn on multi-location.

Sadly there isn’t a way to do this. We ended up creating our own locations sublist that sat next to the native one so that we could reorganize the columns. Any costing changes that you make to the location PN still has to be done through the native tab, but at least when looking up information you can a view where all the Location Qty fields are together.

It sounds like someone renamed an action. My guess would be it’s the “Create Deposit” action since its on the SO, but you should be able to find the name through the form. 

On the top right hand side of any SO you’ll see “list” “Search” “Customize”. Hover over the word Customize and select customize form. Once on that page you’ll see a ribbon. Go to Actions. You should be able to find the action/button label in that list which would lead you to the action’s/buttons name.

So I know that this is a while ago. I did run through the whole support process back when it happened. Basically, it was a change made in that release. They say that they fixed a bug, which is why it wasn’t in the release notes. They admit that that was a mistake on their part. Then they directed me to the Enhancement. There isn’t any other way to remove all that formatting that you did other than to manually go in and strip it out.

If the Requested by Field is a contact field then you should set the field up the other fields to source the contact email and phone number from the Requested by Field.  If you set the fields up this way then you shouldn’t have any issue sourcing them into anything. See image for details.

It’s a little tricky without knowing exactly what you’re trying to achieve or seeing to search to see if there is anything else not formula related causing the problem. I see two options to try. You could set 1x criteria as TYPE is any of Item Receipt, Invoice, Cash Sale. Then do a formula criteria such as below.

(Formula Numeric) equals 1

CASE WHEN {type} = ‘Item Receipt’ THEN

CASE WHEN SUBSTR({appliedtotransaction},1,8) = ‘Transfer’ THEN 1

ELSE 0 END

ELSE 1 END

It’s also possible that it’s somehow the order or the parenthesis that are causing issues. I don’t ever use parenthesis in mine.  You could also try:

CASE

WHEN {type} IN(‘Invoice’,‘Cash Sale’) THEN 1

WHEN {type}  = ‘Item Receipt’ AND SUBSTR({appliedtotransaction},1,8) = ‘Transfer’ THEN 1

ELSE 0 END

If none of those work I would likely try to get away from using the SUBSTR function. Maybe use: {appliedtotransaction.type} = ‘Transfer Order’. 

Hopefully one of those options works.

So if I recall correctly you have to go into the source code to do it. On the top right there should be a “Source Code” Radio button right next to the preview button.  If you’re not used to that this next part will be hard to explain. Basically all the cells where you want the line,  they will say something like

<td>${item.quantity}</td>

You want to change that to say:

<td border-bottom=”0.5px” >${item.quantity}</td>

If it already has something like an alignment ect that’s fine, see below for example:

<td align=”right” border-bottom=”0.5px” rowspan=”2″>${item.quantity}</td>

You should be aware though that changing between the page editor and the source code can cause issues. You may have to redo some of your prior changes. For just a bottom line on the cells, you should be ok.

There might be a cleverer way to do this, but this is what I did and it worked just fine for me.

First things first. Assign yourself the role that the employee has and see if it works on your user. If it does then you’re looking for employee-specific restrictions and not general role permissions issues.

Are you having issues with seeing a ribbon tab – so something related to center tabs and categories or an actual portlet? I know that some of those tabs can be set up with certain audiences.

So I assume that you already know the rules for what will determine the subsidiary.

Ideally, you’ll be pulling that information in from another record referenced on the WO. I image the most likely candidates would be the Assembly number or from the employee record of the creator, or the location.

This should be pretty simple though we don’t use subsidiaries so I could be missing something here.

When you create the WF, the record type should be “Transaction” and the Sub-record should be “Work Order”. Sounds to me like you only need this On Create.

Create a new Action “Set Field Value”

Now what you use as a trigger is going to depend on what you’re sourcing from and what you have happing automatically in the record. If for example certain employees have a default location and that’s automatically populated upon entry then I’d trigger on “After Field Sourcing”. If you’re pulling it from the assembly number then you’ll want to do “After Field Edit”, you could do that for location as well if they input it. Select the pertinent field, and for the Value you want “From Field”, then reference the value.

That should literally be it.  Without more details on where the subsidiary information is coming from I really don’t have more.

I not positive that I’ve understood your question 100% correctly.  But I think this might be helpful. We don’t use Advanced BOM, so I don’t know if that would change what I have below/

You can pull in “Member Of” which will tell which BOM’s an Item is used in. The only issue for what we were trying to do was that we could only get one level with that. We have a lot of subassemblies and often what we’re really trying to find is where is the next sub-assembly is used.

So we did a sublist on the item record that shows you what BOM’s the item is used in. We found that it’s easiest to start at the BOM level. From there you can pull in “Member Item” and “Member Quantity”. You can then do the filter on the “Member Item: Internal ID”.

So the Criteria was: Type – is any – Inventory Item, Assembly/Bill of Materials

Results is:

Member Quantity => This will get you the Quatity used per build

Name => So this is pulling the BOM PN.

Description => So this is pulling in the BOM PN description because well it’s helpful

If you’re using it as a sublist you then add the “Member Item: Internal ID” as a filter. Then why you add it to the item record it makes sense. To Audit you’d need to add “Member Item” in the saved search results.

In order to see the next layer, so what builds those BOMS are used in we added a “Member Of” column. Because if you’re starting with the BOM then you can see both its contents and where it’s consumed.

Like I said I’m not fully sure that I’ve understood what you’re trying to so, but I hope that what I have here is somehow relevant.