While registering for the upcoming EPiServer certification exam, the sign up page shows a field named "Purchase order/Invoice Reference *" under Invoice Details section. I don't have such a Purchase order/Invoice Reference. Also its a mandatory field.
Please let me know what should I enter in this field? Is there any prior purchase required for attending the exam?
Any one have EPiServer exam registration knowledge please suggest.
Here is the URL I am trying to register with
http://www.episerver.com/Training/Schedule--registration/Course-registration/?occasionId=0e8851f7-b5b7-e611-80ef-fc15b426ff90
Thanks in Advance
That is just an internal reference for whoever receives the invoice at your company. It could be your name, or if you have an internal purchase order system, the purchase order reference code. Just so the invoice receiver know what it's all about.
Related
I have a contact in SalesForce, she works for a PE group, and is attached to one customer, but is also helping answer questions for another customer. I tried to add her in the second customer's contacts, and it said she was a duplicate, but I can't figure out how to attach her to both accounts. Any direction on where I can learn to do that? Thank you!!
Contacts can be connected to accounts directly (parent-child, via Contact.AccountId lookup) and indirectly (many-to-many, AccountContactRelation). It's useful when contact has multiple functions, for example being Director in 1 company and VP of Sales in another.Check the page layout, you might have to add a related list.
https://trailhead.salesforce.com/en/content/learn/modules/accounts_contacts_lightning_experience/understand-account-and-contact-relationships-lightning might be a good start
We are trying to implement a University system for students, faculty, and staff to be able to better manage course registrations as well as other enrollment activities.
Consider the following problem: When a student registers for a course, the course needs to get added to the students bill as a billing line item. The bill needs to have a total price of all the courses that have been registered for that particular student. Note: We've tried to keep the process manual in order to simplify the requirements.
We have identified 4 custom objects and some important fields:
Courses - Course Name:(Primary Key), Course Size:(Number), Course Price:(Currency), Start Date:(Date), End Date:(Date), Students Enrolled:(Rollup Count)
Course Registrations - Course Registration Number:(Primary Key), Course List:(Master-Detail), Student:(Lookup), Course Price:(Formula), Course Credits:(Formula)
Billing Line Item - Billing Line Item Number:(Primary Key), Course Registration:(Master-Detail), Bill:(Master-Detail), Course Price:(Formula)
Bill - Bill Name:(Primary Key), Student:(Lookup)
We know in order to summarize the total of all course prices, we need to make the Billing Line Item the detail object and the Bill the master object. We want to perform a Rollup Summary on all the Billing Line Item prices.
We've also made the Billing Line Item the detail object and the Course Registration a master object. This is because without a Course Registration, there is no need for a Billing Line Item to exist. Also the Course Registration has the Course Price via a formula which needs to be used in order to summarize the total cost of all courses.
I've seen online that you are unable to summarize a cross-reference object. We are getting confused as to how we should summarize all the prices associated with each course. Any help would be greatly appreciated. We can provide screenshots if requested!
I don't think the reference to course price should be a formula. Next year you'll change prices and it'll retroactively screw your past invoices up? (and you wouldn't even have field history tracking on the formula field, only on the Course. So if you don't know where to look it'll be as if it always was this price)
Make it a normal editable Number field (although Currency type would be better) and use workflow / "early" flow / process builder or code to populate the list price on save. You don't lose anything (as you create new line item now you also don't see the price until you save, formula field doesn't show up on "new", right?). This normal field will already be rollup-able but you can spice things up by adding discount % or differentiate between list price, sales price... Look how much stuff is on built-in OpportunityLineItem
If you feel really fancy - you can include something that on change of Course's list price would cascade down to all registrations and billing items where status = Open(?) and update the list price...
On Account object we have a related list called contact.If we want to add contact we can use Contact related list. then contact related list will created. But on the contact i could n't find the Acccount name in Account related list on Contact. Both Accounts and contacts are m-m relationship
Your question is bit weird. And it's not really programming-related. If my answer doesn't help you - try asking again at https://salesforce.stackexchange.com/
The default setup in Salesforce is that Accounts and Contacts are in 1:n relation. So you have related list of 0,1 or more Contacts under Account. But when you're on Contact there's only 1 Account to choose from. And it's the "Account Name" field, a lookup (foreign key), not a related list with exactly 1 item on it.
You're 1 click away from viewing the Account. If that's not enough, if you really want to display Account data on Contact - there are options such as formula fields or adding "record detail" component to the page and making it use Account Name instead of this Contact. You can see it on the right side in my screenshot:
When you make new Contact you can select existing Account or click "New" in the lookup and create one on the fly. But relation is still 1:n, A contact will have 0 (possible but an edge case and generally bad idea) or 1 account.
Then there's a special table called AccountContactRelation. It's used to model "one guy working in multiple companies, for example being director in company XYZ small local branch and at the same time - head of accounting in company XYZ headquater". If you want that, a real m:n relation - you might have to enable few things in Setup and configure your Salesforce like this training course: https://trailhead.salesforce.com/en/content/learn/modules/admin_intro_accounts_contacts/admin_intro_accounts_contacts_relationships
But on the contact i could n't find the Acccount name in Account
related list
So... if you already have the "Contacts to Multiple Accounts" enabled and added to page layouts and stuff - then perhaps it's as simple as checking the Contact page layout and editing the related list to include Account Name. But I have a feeling you skipped few steps on the way.
I am trying to find a solution of how to lookup a value on the Account Object and place it in a field on a record of a Custom Object.
Details below:
Objects
Accounts/ Organizations - This contains information on different projects supported by my origination. Key fields of note: Project Name(text) and Account Balance(text). There around 100 unique records in this object These field are manual led created.
Regrant Request - This object contains records that are generated via web form that the projects fill out to receive payment for expenses related to their project. Each Regrant Request record also contains the Project Name(text) Account Balance .
Desired Result:
When a new Regrant Request record is generated from the web form, it will take the value of the Project Name, match it with a record in the Accounts/Organization object. Once the link has been made, I would like to take the value of the Account Balance in the Accounts/ Organizations Object and copy to the Regrant Request record.
The problem that I am trying to solve is that in order a project to be paid the amount of money they request in the regrant request, they have to have enough funds. It would be great if I did not have to leave the regrant request record to find this value.
I know that I have to tie each regrant request record to an account id. That is stright forward but I am stuck on how to then get a value of field for said account id and then copy to a custom object.
any ideas would be extremely helpful!
I found out how to use zapier to do a search of the account object using the value of field inputted via the online form. So cool !
I'm really stuck on the best way to implement this database.
Here is my problem: The database is to store information on wedding photography clients.
A user can sign up to my site, enter the details of their wedding and get their own "wedding profile page". They can do this without having to have us shoot their wedding.
At any point the user can book a meetup, wedding, or engagement shoot. The website will check if we are available. (weddings take preference over meetups so a client that wants to book a wedding on a day we have a meetup, the meetup will be flagged for a reschedule)
We must also be able to book days off. On these days a wedding/meetup/engagement shoot can not be booked.
engagement shoots cost and upfront fee. With weddings, a deposit is due within 14 days or the date is freed up again. Meetups are free.
I am so stuck with how to implement this system. I just keep going round in circles, the best way I can think is to have a "dates" table, that links all the other tables but I'm sure this is not the most efficient way.
I think what is putting me off is the fact that there can be multiple weddings on the same day (for people who just want a wedding profile), but only one BOOKED wedding per day.
So have I got this completely wrong? or do I store all appointments in one table and use a "type of appointment" table.
SO SO Stuck, I hope you can help me!
P.S. I have missed most fields out to make it simpler to understand.
Keep it simple to begin with. You've identified many of the nouns that should correspond to entities:
USERS
WEDDINGS
ENGAGEMENT_SHOOTS
MEETUPS
UNAVAILABLE
DATES
PAYMENTS
I'd suggest that WEDDINGS, ENGAGEMENT_SHOOTS, MEETUPS and UNAVAILABLE are all type of bookings. You could have just:
USERS
BOOKINGS - this has a date and perhaps a status
BOOKING_TYPE (wedding, meetup, engagement_shoots, unavailable)
PAYMENTS
You may wish to package up all on the things a use has bought relating to a single wedding into a TRANSACTION entity etc which will allow a single payment to be mapped to multiple bookings. When one of your staff isn't available they could have a booking of type holiday etc.
There may be 2 types of USERS - your photography staff who are assigned to a booking and your customer.
Based on the status of the booking, eg. CONFIRMED, PENDING, COMPLETED and the date your business logic could send out payment demands, followups etc.
Create a simple model and start adding data you will soon see the gaps and issues if any. You should have test cases up front to ensure that the data model supports all the scenarios for your application, best to do this with a set of use cases.