Monday, March 18, 2019

Saved Search for Discount Amount | Discount Date fields of Open vendor Bills

The following is the solution for enhancement 147974. It involves Workflow Manager.

1. Create a custom field to hold the Discount Date and Discount Amount field values from the Bill.

a. Setup > Customization > Transaction Body Fields > New
---Label = Discount Date
---Type = Date
---Store Value = Yes
---Applies To tab:  Purchase = True
---Display tab: Display Type = Hidden
---Click Save

b. Setup > Customization > Transaction Body Fields > New
---Label = Discount Amount
---Type = Currency
---Store Value = Yes
---Applies To tab:  Purchase = True
---Display tab: Display Type = Hidden
---Click Save

2. User needs to ensure that the Bills are saved with Terms.

3. Create a saved search to be used on the scheduled workflow
---Reports > Saved Searches > All Saved Searches > New
---Set Title = Discount Date for Vendor Bills (scheduled wf)
---Click on Transactions
---Criteria:
-----Type = Bill
-----Status= Bill: Open
-----Main Line = True
-----Discount Date (custom) = Empty
---Results:
-----Add Discount Date and Discount Amount field from Step1
---Click Save

4. Create a scheduled workflow to pass the value from the Disc. Date and Disc. Amount field to the custom fields from

Step 1: for the historical open bills.
a. Setup > Customization > Workflows > New
---Name = Disc Date and Disc Amount on Bills (2)
---Record Type = Transaction
---Sub Type = Vendor Bill
---Release Status = Released
---Initiation: Scheduled
---Condition: Saved Search = Discount Date for Vendor Bills (scheduled wf)
---Click Save

b. Click New State
---Name = Set Disc Date & Amount
---Click Save

c. Click on State 1
---Click on New Action > Set Field Value
---Trigger On = Entry
---Field: Discount Date
---Value: From Field
---Record = Current
---Field Disc. Date
---Click Save

d. Click on State 1
---Click on New Action > Set Field Value
---Trigger On = Entry
---Field: Discount Amount
---Value: From Field
---Record = Current
---Field Disc. Amount
---Click Save

5. Create a workflow to pass the values from the Disc. Date and Disc. Amount field to the custom fields from

Step 1: for new Bills and Bills being edited.
a. Setup > Customization > Workflows > New
---Name = Disc Date on Bills
---Record Type = Transaction
---Sub Type = Vendor Bill
---Release Status = Released
---Initiation: On Create Or On Update = Yes
---Trigger Type = -All-
---Click Save

b. Click New State
---Name = Set Disc Date & Amount
---Click Save

c. Click on State 1
---Click on New Action > Set Field Value
---Trigger On = Entry
---Field: Discount Date
---Value: From Field
---Record = Current
---Field Disc. Date
---Click Save

d. Click on State 1
---Click on New Action > Set Field Value
---Trigger On = Entry
---Field: Discount Amount
---Value: From Field
---Record = Current
---Field Disc. Amount
---Click Save  

6. Create a saved search to pay Bill within the discount period.
---Reports > Saved Searches > All Saved Searches > New
---Click on Transactions
---Set Title = Discount Date and Amount for Vendor Bills
---Available for Reminders
---Criteria:
-----Type = Bill
-----Status = Bill: Open
-----Main Line = True
-----Discount Date (custom) = on or after 15 days ago (enter applicable criteria)
---Results:
-----Add Discount Date field from Step1
-----Add Discount Amount field from Step1
-----Add Due Date/Received By
-----**Add or remove fields as per requirement.
---Click Save

7. Add the search in the Reminder portlet on the dashboard
---Go to Setup on the Reminders portlet
---Click on Add Custom Reminders
---Select the saved search from step 6., Discount Date and Amount for Vendor Bills and click Done
---Click Save

Note: Inactivate the Scheduled workflow after it has processed the open Bills.

This search is now available on the Reminder portlet of the Dashboard; which will assist paying Bills efficiently within a discount period. 

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