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Welcome at the coresystems community forum

This forum is no longer being maintained.
If you need a specific solution please contact our support: helpdesk.coresystems.ch.
For general product information do not hesitate to contact our sales team: sales@coresystems.ch

David Emmenegger

Member Since 09 Feb 2011
Offline Last Active Nov 05 2015 12:50
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Topics I've Started

Grid Configurator: Add hoc Top Items sold report

22 December 2014 - 16:14

Purpose of the customize rule
This rule creates a configurable Menu which returns a top items sold report sorted by revenue-size over a specific time period. You can use the list for further actions like Excel-Export or similar.

Requirements for this customize rule 
-----------The rule requires coresuite Version 4.0 or higher and SAP Business One 9.0 or higher.

Procedure how to use the customize example rule
1. Download the attached *.cocu file

 

Attached File  topsolditems.cocu   6.93KB   130 downloads

 

2. Import in SAP Business One view > Administration > Add-Ons > coresuite customize > Import / Export > Import rules > All Active

 

3. Restart coresuite customize

 

4. Open the menu Business Partners. Click on 'top sold items'. Fill in the parameter selection pop up and see your Addhoc-Report.

 

post-2357-0-63968500-1419260945.png

 

5. Have fun with you Grid Configuration Rule.

 

 

 

Configuration printscreens

 

The next printscreens are showing you all configurations you will find in the attached customize rule. 

 

 

post-2357-0-73002600-1419260694.png

 

 

IMPORTANT: when you import the customize rule but have not created the parameters yet in your system, have have to fill out this list below manually. Simply make sure you selected parameter type 'designer' and that the parameter-names are identical to the ones you see below.

post-2357-0-04021900-1419260701.png

 

 

post-2357-0-34917500-1419260710.png

 

post-2357-0-72340600-1419260717.png

 


Grid Configurator: Create follow up Activities from a template

22 December 2014 - 15:10

Purpose of the customize rule
This rule creates a right click menu on the Sales Order 'Follow up Activity'. A separate form is loaded where you can select from a template which follow-up-activity type you would like to create.

Requirements for this customize rule 
The rule requires coresuite Version 4.0 or higher and SAP Business One 9.0 or higher.

Procedure how to use the customize example rule
1. Download the attached *.cocu file

Attached File  Follow_up_activity.cocu   3.25KB   126 downloads

 

2. Import in SAP Business One view > Administration > Add-Ons > coresuite customize > Import / Export > Import rules > All Active

 

3. Restart coresuite customize

 

4. Open the Sales Order. Rightclick on the Form and select 'Follow up Activity.

post-2357-0-36561500-1419256721.png

 

5. A new form is popping up. Choose what Follow Up Template you would like for the Activity creation by clicking on the golden arrow.

post-2357-0-75675100-1419256793.png

6. Have fun

 

 

 

Configuration printscreens

 

The next printscreens are showing you all configurations you will find in the attached customize rule. 

post-2357-0-49615100-1419257007.png

 

post-2357-0-72164700-1419257027.png

 

post-2357-0-37092200-1419257040.png

 

post-2357-0-44123100-1419257232.png

 

 


Grid Configurator: Show linked PO's in on Folder of the Sales Order

19 December 2014 - 14:33

Purpose of the customize rule
This rule shows all linked Purchase Order Item details you have added through a Sales Order directly on the Sales Order in a separate folder

Requirements for this customize rule 
The rule requires coresuite Version 4.0 or higher and SAP Business One 9.0 or higher.

Procedure how to use the customize example rule
1. Download the attached *.cocu file
Attached File  PO_linked_to_SO.cocu   3.41KB   141 downloads 

2. Import in SAP Business One view > Administration > Add-Ons > coresuite customize > Import / Export > Import rules > All Active

3. Restart coresuite customize

4. Open the Sales which have linked purchase orders - A/R > Sales Order

post-2357-0-16691500-1418995215.png

 

 

Configuration printscreens

 

The next printscreens are showing you all configurations you will find in the attached customize rule.

post-2357-0-21428600-1418995665.png

 

post-2357-0-30894400-1418995676.png

 

post-2357-0-11174100-1418995695.png

 

post-2357-0-24690400-1418995704.png

 

TIPP: How to open a document by DocEntry with a linked arrow on DocNum

 

You can use a command >> OpenDocument("22|$[$COR_G_901.DocEntry.0]")