My Stuff
Comments
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Oh awesome! I will take a look at that. Thanks @Katerina Winklerova-Oracle !
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Thank you @Tiru Chembeti ! I have looked at both and it seems to me that there is something wrong here still. I have created a NetSuite Support case to determine if it is something that can be fixed on that end or if it is a defect. Thank you for all your help! -Audrey
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Thanks @Katerina Winklerova-Oracle! I am not seeing where you can set any preferences with the Accounts Receivable or Accounts Payable forecast. I did some more digging and it looks like the search that the AP and AR amounts are coming from are only for transactions with a due/receive date as of 4/1/23. Which seems odd for…
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Hi Joahnna, Thanks for your response! Here are the requested screenshots: Record showing PO field and Item Field: Field Sourcing the PO List, Display Type is Normal, Nothing under Validation & Defaulting, Access is Edit, and here is how it is sourced: Lastly, what I mean is that the record has a Purchase Order field, then…
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Thanks @Micah Timbol-Oracle ! I also realized that you can't select summary accounts, which makes sense because they are inactive accounts. I feel silly for asking :) Thanks for your help! -Audrey
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Ok, thank you @Joahnna Given Uy-Oracle !
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@Leonard Mallare-Oracle, Thanks! I was able to find a workaround here but adding a "submit for approval" button to push before entering the nest state where the next approver is assigned. I would still like to know if there is a better solution to this in case the client does not like the extra step and for future…
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Hi @Michelle Jabanes-Oracle , I apologize for the delayed response. Thank you for your help with this, Unfortunately, this did not work. I did some more digging and testing and think it might be a script that is preventing any editing. Thanks again! I appreciate your time! -Audrey
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Hi @Jack Daryl Espiel-Oracle, Thank you so much for this information! That is all I really needed to know :) We do have a development team here that can build this out if the client decided the'd like to go that route. Thanks again! -Audrey
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This is very helpful! Thank you @Clarisa De Torres-Oracle !
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Hi @Clarisa De Torres-Oracle ! I apologize for the delay! I have attached a sample of the format my client would like to see- cover page and all :) Thank you!
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Thank you @Elychelle Gulen-Oracle , this was very helpful! Have a Great Day!
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Thank you @Michelle Jabanes-Oracle !