jQuery to Auto-Fill Fields with HTML Buttons

Have you ever noticed when placing an order on certain sites you can enter your shipping address and then have the option to check a box that says “my billing address is the same as shipping”? Then, like magic, the shipping address fields auto-fill? It’s a cool little efficiency isn’t it? Why type something twice when it’s identical? (Taken for granted a lot but cool non-the-less). Have you ever wondered how to do that?

Today’s post will be a slight detour back to Intacct but in a broader sense. While the example is Intacct-specific to something I needed (mostly wanted because it’s cool) for an app I’m building, the use-case is not and applies to any site where you can add html and jQuery.

So how do you do it?

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Intacct: Platform Services Formula Fields

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Did you know you can write formula fields in Intacct Platform Services?

I was struggling with getting a date to populate on a sales order being created from a platform object because the date created field on the Sales Order had to be in <month></month> <day> </day> <year> </year> format. I couldn’t figure out how to write it into the API code which was creating the Sales Order so I decided to go the custom formula field route!

The Solution:

Step 1: The user enters the Sales Order Date of: 03/27/2016

Step 2: The hidden custom fields (month, day, year) populate as follows:

Month: 03

Day: 27

Year: 2016

Step 3: These fields are then popped right into the API that creates the Sales Order and bam! Date field filled out!

Here is the formulas I used in creating the formula fields in Intacct (I couldn’t find it anywhere until I realized it’s just JavaScript). Just in case you don’t know these functions (or couldn’t remember from the last time you took a class in college- like me):

Year: “{!CLA_CM_patient_claim.CLA_CM_ar_inv_date#userformat!}”.substr(-4);

This formula takes the date “03/27/2016” and gives me just the last 4 digits.

Day: “{!CLA_CM_patient_claim.CLA_CM_ar_inv_date#userformat!}”.slice(3,5);

Month: “{!CLA_CM_patient_claim.CLA_CM_ar_inv_date#userformat!}”.slice(0,2);

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Once I found these formulas it all came back to me! This is the basic premise of the slice formula:

  • You instruct the formula what you’ll be slicing (Intacct field) “03/27/2016” (that’s what’s in quotations)
  • Then the slice has two numbers in parenthesis:
    • The first number tells me where to start the slicing. This is ALWAYS the slot right before the first digit you want. So for Day, I want it to start in the 3rd slot “03/”. For the Month I want it to start before the first digit so I put 0.
    • The second number in the formula tells me what is the position of the last digit I want? For Day, this was the 5th digit “03/27” (7 is the 5th digit – technically including the “/”. For the month, it’s just the second digit “03” (3 is technically the second digit).

Easy right? The only thing to remember is the first number (starting position) is always the digit before the first digit you want to return (starting with 0) and the second digit is the position of the last digit to return.

I hope this helps someone! Have fun playing with some formula fields – and if anyone else if working on cool platform applications reach out to me! I love hearing the cool applications people come up with and we can geek out together on it.

P.S Anyone else agree it would be awesome if formula fields were not just on custom platform objects but throughout the system?! I could think of a lot of uses for them!

 

Intacct: Customization Documents & Custom Invoices

Invoice requirements vary from one company to another. While a standard invoice may work well for most companies, often times your customer’s invoice requirements dictate your invoice format (especially if your customer is a government body or simply your largest customer). And, well, if you like having a positive number in your bank account, it’s highly unlikely you’re going to argue with your clients. So you are faced with two options: spend your time editing a document outside of your system (and let your coffee get cold in the process) or let your accounting software customize invoices for you! That becomes possible in Intacct with Custom Documents.

This post will be an introduction to customizing your Invoices citing one of the more popular requests I have come across: displaying a “Paid” stamp on a paid invoice.

The Problem: When printing an invoice, no payment stamp displays at the top of a paid invoice. Four simple letters you would think would be so simple to add! Yet, they are not there.

The Solution: Custom Documents using Merge Fields and IF statements.

First, where are custom documents managed?

Customization (or Platform) Services > Custom Documents

Custom Documents

That brings you to the following list screen – so now what?

Custom Documents List Screen

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Intacct: Financial Report Writer

Financial Report Wizard 1

Financial reports are the basis of vital business decisions guiding the direction and shaping the future of a company.

Imagine you are the CFO of a company. You noticed in February that revenue didn’t go up as much as sales did. The sales numbers show that new sales were $200,000 monthly, while revenue only increased by $150,000. With these new customers being added, revenue should surely go up by $200,000. That’s the logical conclusion, right? But what if there’s something happening that you don’t see? What if you’re not accounting for cancelations or free months that a sales representative gave a customer to allow them to get on their feet initially. Or maybe customers are dropping products. All of these are possibilities. The hard thing about being a CFO (or any type of manager) is as much as you’d like to be aware of everything that’s happening in the company – it’s impossible amongst all your other responsibilities. So you decide you’d like to have a report that compares customer revenue month by month and identifies variances. That way you’ll be able to see (from a top level) if customers are dropping products, canceling, or receiving free months; thereby allowing you to identify the cause and solve the problem before it’s too late! *Cue Intacct Financial Report Writer*

The Financial Report Writer can also be used to create custom balance sheets, income statements, etc (if you need something different than the stock reports Intacct provides). This example will give you a good overview of the steps and various functions of the report writer at a basic level. Then, in future posts I’ll go over how to set up dimensions and account groups. (This can be a little tricky but easy if you know where to go.)

Now that I’ve built up a bit of anticipation, let’s get started!

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Intacct: Custom Reports – Order Entry

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In the Smart Rules post (here), we went over how to create Smart Rules to ensure we maintain the integrity of the data we are basing our reports on. The reason I even stumbled upon learning Smart Rules and the need for them was from the creation of a certain report which lead to a shocking revelation of how much data was missing. Of course Smart Rules have taken over and become the proactive solution for this problem now, but the report was the first step in identifying the problem. This post will cover how to build this customized report through the Report Building Wizard.

The report will allow you to see a list of customers with missing sales representatives, product specialists, or start dates. Although this example is very specific, the process is the same in building any reports within this module. So if you can follow building this report, you’ll be able to build your own reports for whatever you need! (For example I used the same report building wizard to create an Expiring Credit Cards report, Refund/Credit Memo Report, etc.). So let’s get started! Bring on the pictures!

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