Tuesday, 25 July 2017

How to register a Report as a link in Cloud.




Login to the application
To create a report as a link in the “Tools” Navigate to Reports and analytics.

Click on Browse catalog.
 
Navigate to the reports folder and click on open .
 

Report opens copy the link from the browser.
 
Navigate to Tools > Structure.


Click On Edit  





 














 

















































































Report appears as a link.

Moving Territories to Another Environment



Moving Territories to Another Environment

Login to the Source application

Click on sales
 
Click on Sales > Territories 


Below page opens

Click on Actions > Export  > Export to Another Environment


Click on refresh.

Right Click on the file and click on Save link as and Save the file.

Login to the Destination instance.
Click on Sales  > Territories

Click on Actions
> Import to Proposal  > Import from Another Environment

Browse the file downloaded from source instance


Click on Actions
> Import to Proposal > View Import Status


Wednesday, 21 June 2017

Query To Get Supplier Bank Details

 Query To Get Supplier Bank Details

SELECT  aps.vendor_name "VERDOR NAME",
        apss.vendor_site_code "VENDOR SITE CODE",
        ieb.bank_name "BANK NAME",
        iebb.bank_branch_name "BANK BRANCH NAME",
        iebb.branch_number "BRANCH NUMBER",
        ieba.BANK_ACCOUNT_NUM "BANK ACCOUNT NUMBER",
        ieba.BANK_ACCOUNT_NAME "BANK ACCOUNT NAME"
FROM    ap.ap_suppliers aps,
        ap.ap_supplier_sites_all apss,
        apps.iby_ext_bank_accounts ieba,
        apps.iby_account_owners iao,
        apps.iby_ext_banks_v ieb,
        apps.iby_ext_bank_branches_v iebb
WHERE   aps.vendor_id = apss.vendor_id
        and iao.account_owner_party_id = aps.party_id
        and ieba.ext_bank_account_id = iao.ext_bank_account_id
        and ieb.bank_party_id = iebb.bank_party_id
        and ieba.branch_id = iebb.branch_party_id
        and ieba.bank_id = ieb.bank_party_id;