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Hi Everyone
Promise last 3 questions for this week:)
1- i cretaed a field in customer table credit memos. i used flowfilter and sumed it with sales credit memo line able. used sum as amount and put sell to customer filter and date filter.
it worked perfect. i go to the customer card and see a field that has summed up all my credit memos. and i can drill down to see the lines. but then i went back to the customer table and edit the field credit memo to add a filter (type filter = charge item). when i go back to the customer card. all my sales , balances, orders, all these buttons are 0. anyone know why?
2- if i created some fields in purchase order or sales order headers. how come its not posting and showing up in the posted sales or shipments. or posted purchases.
3- sometimes when iam working on entering a journal or even a sales order and i put a wrong information. i cant clear out. so i close it and when i go and start a new order or even the same order, the lines are blank so i start entering info and it says sales line 1000 already exists ...so i cant do anything. anyway around this?
thanks all and have a nice weekend
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It's very logical that if an error occurs that it won't allow youenter any more data or even save BAD data.
But as said above, if you don't tell us:
1. exactly what you are doing then the error occurs
2. what you entered to get this error
3. what the exact error message is
it will be very hard to guess what your problem is. Can you explain exactly what goes wrong in the Journals?
You can give discounts on a sales order other ways,
Entering a line discount%
or a customer discount %
or enter a g/l entry.
, etc.
If a customer gets a damaged item then "yes" charge item is a way of handling that I'm not sure that "charge item" on a new sales order is ment to handle discounts this way..perhaps that's where you're error is cominf from. But what the error message says is very important.
i use it for discounts we give. ofcourse we can use it for credit memo. we use charge item to assign the discounts that we gave to customers that received damaged goods.
its not only in sales orders or crdit memos or charge items. even in journals it happends. i put wrong info i try to get out and the line disappears.
its in the whole system
What exactly are you using the "Charge Item" for in a sales order? We don't use them ourselves but isn't it really supposed to be used as a credit memo. to make a change to an item after it's been invoiced. Sounds like you trying to make one with no item to assign or actually change???
good to hear.
ok for example iam in sales order. i enter charge item, i fill out all the fields and then i click on action, item charge assignment. there instrad of suggesting lines and so on i decided to choose columns or customize that page. so i do that and when it says you need to go out and come back in to see the changes. when i get out, i dont see any lines or the line that i entered in the sales order. so i renter info. and it gives me error the sales line already exists, document type order document line 196 line no 1000
i cant see the line to delete it or anything.
ya i learned everything about nav. well mostly and customized it pretty good. will hire for the important jobs soon
thanks
I had an awesome weekend thanks, hope yours was good too.
You're saying 'some wrong info', 'a field', 'an error', which tells us nothing about what might be wrong. Tell us exactly what you are doing. Then explain exactly what you enter into which field, and exactly what the error is, and exactly when it happens. For instance: "I go to a new line, I select 'Item' as the type, I enter "FDGFTRRE" in the number field, and the error says "Item FDGFTRRE does not exist". The exact error message will help identify what the error is and will give you a clue as to what you can do to fix it.
I have to ask though.... are you not getting any training from your partner? You are asking some very basic questions that should have been addressed in any starting implementation.
Hi Daniel
Hope you had a good weekend.
1- I figured it out. what i was doing is adding a flowfilter field in the customer table for example sales crdit memo entries. but it wasnt calculating until i added in the key of sales credit memo so it can sumindex. now it shows up with calculations in the customer card.
2- ok i guess i have to get my partner to make this happend
3- what iam saying is lets say iam entering an order , in the sales line i put some wrong info in a field and it pops up an error, then i click on F5 or click close. the line doesnt show up anymore.
dont know why
thanks
Yeah now that the week is going to be over tomorrow, that's an easy promise ;)
1 - So you are on the customer card, and you are entering filter values into the flowfilters, and when you enter a value in "Type Filter", all flowfields show zero? That field is not part of standard NAV, so I would guess that someone added that field, and then added it as part of the calcformula of those flowfields. Do you have any modifications in this area?
2 - Just because you add a field to a table does not mean that this field will automatically flow through the system. You have to make the processes that are affected by that field, take care of copying the value from the order to the posted documents. With order to posted invoice and shipment, I believe there is a TRANSFERFIELDS in there somewhere, so it should work if you have the same field number and data type in both tables. Other than that the posting routines will have to be modified to transfer the value over.
3 - It should display all lines that are linked to the active order or journal batch, so I'd look at the links and make sure there's nothing wrong there. What do you mean you can't clear out? You can't delete the line, or does it not show the line properly?
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