Sage Intacct – Tips, Tricks and Components
To restrict users from entering improper location when posting to a specific GL account, i.e., basically allowing no entries unless they are to a certain location, we can write a Smart Rule with condition {!GLENTRY.ACCOUNTNO!} == ‘[account_no]’ && {!GLENTRY.LOCATION!} == ‘[location_id]’ and throwing an appropriate error. For scenarios like the above one, we usually tend… Read More »
Sometimes we might face a scenario where we find the need to prevent users from entering special characters in some fields. For example we want to restrict users from using the “%, &, @” characters in the Bill ‘Description’ field. As we know we can use Smart Rules to add user based validations to the… Read More »
Sage Intacct provides Smart Rule feature which possess functionality that when the condition gets satisfied then only warning or error messages are displayed onto the client screen but in few scenarios client wants to display error or warning message in all conditions. So they want error or warning message every time before processing the further… Read More »
While working with different modules in Sage Intacct, we sometimes come across a scenario where we feel the need to mandate some fields, that the user might miss providing its information. Well, is it feasible for us to make any field in any module mandatory? Yes! Smart Rule is the solution provided by Sage Intacct… Read More »