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Hello Angela,

Good day, usually bundles being installed on accounts has an Admin Documentation link provided. This is being displayed next to the bundle on the list of installed bundles.

Customization > SuiteBundler > Search & Install Bundles > List

Regards,
RD

To create a custom field:

Customization- Lists Records Fields- Item Fields, New

Create your field to be integer & store the value.

Set the field to apply to the item types you want

Once you have the field created, you can import the values calculated. (convert % to an integer)

Once you have the values set, the field should be available to use within your report.

(Note that you will need to manually update this field as applicable - it will not automatically update)

I hope this helps!
~angela

Hi Nicole,

I decided to rewrite the code to make better functions that I could just call for related items in the same execution.

So, I'm all good, don't need this anymore. Thanks!

Hi User_1L16T

Firstly I would suggest to use another account for the bill credit. Try not to post to Asset account without referring to item. If not there will be mismatched amount of asset account in balance sheet with the inventory amount in inventory valuation report later.

So example say we change the account in bill credit under expense tab to an expense account e.g. Expense A.So the Bill Credit GL impact will be
Dr AP 10
Cr Expense A 10

Then to correct the item cost without vendor return, you can create an inventory adjustment to stock out all the item quantity and select the Expense A as the adjustment account which is 157.010.001

GL impact of the IA that adjust -5 qty of Test Item
Dr Expense A 60
Cr 157.010.001 60

And then create another inventory adjustment which adjust +5 qty of Test Item back but input the est unit cost as 10 this time (I will suggest to post this on day+1 say 1st July after the negative adjustment as inventory costing calculation may get messed up)

GL Impact of the positive IA that adjust +5 qty of Test Item will be
Dr 157.010.001 50
Cr Expense 50

So the net impact of the Expense A account will have a balance of 10. This will knock off with the Expense A -10 balance in the bill credit.

And try to change your customer invoice date to 1 or 2 July , you should see the COGS posted should be 50 instead of 60.

Regards,
Wee Ming

Hi

Go to your transaction saved search.
Open Criteria tab.
Add a criteria line by searching for Type. From the pop-up form select Return Authorisation from the picklist.
Add a criterial line by searching for Applied To Transaction fields…

On the pop-up form select Type in the picklist.
Once selected, you can now select a value for Type from the picklist. Select Sales Order.

Let me know if this helps.

Try using criteria Mainline = True for either the filter top level or join fields as I’m not sure which side you’re seeing multiple records.
You can also set the following to false:

Tax Line

COGS Line

Shipping Line

Hi @Nicole Mendoza-Oracle

Thank you for your help and support!

The article you shared was beneficial. We were able to find the solution.

Best regards,
Shubham Singh.

Hi @User_XD469,

Good day!

I agree with Wee Ming's answer. Would you be able to confirm if the View From Order Only checkbox was ticked after the Item Receipt was created? So that we could confirm if this is the one causing the concern.

Thanks!

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Thanks, @Wee Ming!

Hi @User_APABE,

Wee Ming is correct. You can apply the journal even if it is in a different period:

You can apply it to each other:

If you try to edit the Payment Journal you will encounter this:

After Saving this and changing the May 2024:

This will be automatically be unapplied:

I hope this clarifies!

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