Kristoffer Viray-Oracle Gold Crown

Hello @PaulFleetwood, Glad to have you with us today. Thank you for creating this thread. Please allow our gurus to review your concern and perform their initial investigation. We will reach out again if we have updates on this. To other users, feel free join in the discussion as well. To our other members, feel free to…

Hello @Dwight Schrute, Thank you for the additional screenshots. Let's try using the formula: {shippeddate} in the Workflow action. Let me know if it worked.

Hello @Dwight Schrute, I managed to accomplish this in my Test Account by creating a Saved Search as a Condition in the Workflow. Kindly check the steps below: Create a Saved Search: Navigate to Reports > Saved Searches > All Saved Searches Click Transaction Setup the following Filters for Criteria: Create a Workflow: In…

Hello @User_IJB6M, Thanks for being here. Approval Limits can be setup in the Employee Record, under the Human Resources subtab. I don't think we can setup a Customer Record to have an Approval Limit since the Employees are the one approving a record. Please let me know if I am missing something here.

Hello @Dwight Schrute, Can you send a screenshot as well of the Shipping Date that needs to be copied to the Custom Field? Thank you.

Hello @Dwight Schrute , Great to see you again. Thank you for creating another thread. Please allow our gurus to review your concern and perform their initial investigation. We will reach out again if we have updates on this. To other users, feel free join in the discussion as well. To our other members, feel free to share…

Yes, It worked on my end. One last modification for the Workflow, can we try setting the Trigger Type of the Workflow to -All-?

Hello @Strategit_Shunta4, Glad to have you with us today. Thank you for creating this thread. Please allow our gurus to review your concern and perform their initial investigation. We will reach out again if we have updates on this. To other users, feel free join in the discussion as well. To our other members, feel free…

Hello @Dwight Schrute, For the Event Types of the Workflow, lets select all instead of just only Ship then lets check if the Workflow will now work on your end.

Hello @RobertBongers, I have investigated this in my Test account and found out the the Field ID for the Transaction field is {itemsourcetransaction}. However, upon trying to print this field, it will result into a NULL value in the template. I have also tried creating a Custom Field to source this field and printed the…

Good day! Hope you are well. By the way, we would greatly appreciate if you can click "Yes" on “Did this answer your question?” below the comment/s that helped in your concern. Doing so will help other community members who might have the same concern find the answer easier and you will also get closer to earning your next…

Hello @Vernita, Thank you for your patience on this one. I am still testing this concern and I will update you again once I have my results.

Hello @Dirk Nieuwkamp, As per my investigation, hiding Item lines is not possible. As discussed, using Scripting is a potential solution to remove these lines since we can define certain conditions through it.

Hello @Dwight Schrute, Can we try creating a new Custom Field for testing? The reason why it does not change is because it the Store Value checkbox in the Custom Field is unchecked. We need this checked if we want to change its values. Checking this field might erase all the existing values, so let us try creating a new…

Hello @Sara Gregorsson, Glad to have you with us today. Thank you for creating this thread. Please allow our gurus to review your concern and perform their initial investigation. We will reach out again if we have updates on this. To other users, feel free join in the discussion as well. To our other members, feel free to…

Hello @Dwight Schrute, Can I have a look on the Custom Field's setup as well?

Hello @david.kelly, Welcome to the community! We are glad to have you here with us! ? To get you started, we recommend the following: 1. Update your profile, add a profile picture and preferred username so other members can address you properly moving forward. You can check out Community Tip: Updating Your Profile! on how…

Hello @emcee_uk, Glad to have you with us today. Thank you for creating this thread. Please allow our gurus to review your concern and perform their initial investigation. We will reach out again if we have updates on this. To other users, feel free join in the discussion as well. To our other members, feel free to share…

Hello @Dwight Schrute, I have accomplished this by using Workflows. I applied a Set Field Value Action for the Custom Field that will source the value of the Ship Date. Since the Workflow is setting the value of the Custom Field, the Custom Field will be Stored so that changes will be saved. Here is the setup of the…

Hello @PaulFleetwood, Great to see you again. Thank you for creating another thread ? Please allow our gurus to review your concern and perform their initial investigation. We will reach out again if we have updates on this. To other users, feel free join in the discussion as well. To our other members, feel free to share…

Hello @RobertBongers, Great to see you again. Thank you for creating this thread. Please allow our gurus to review your concern and perform their initial investigation. We will reach out again if we have updates on this. To other users, feel free join in the discussion as well. To our other members, feel free to share your…

Hello @PaulFleetwood, Glad to have you with us today. Thank you for creating this thread. Please allow our gurus to review your concern and perform their initial investigation. We will reach out again if we have updates on this. To other users, feel free join in the discussion as well. To our other members, feel free to…

Good day! Hope you are well. I would just like to follow up on this concern. Can you confirm if the provided solution on my previous comment worked on your end? By marking Yes on the "Did this answer the question?" question, it will tagged this as Accepted Answer. With this, it will also help other members of the community…

Hello @Benjamin Paul - USA, @Tiru Chembeti is correct, kindly edit the Permissions of the Role so that the Field will not be Disabled. For detailed steps, kindly refer to the SuiteAnswers article below: Unable to Enter Exchange Rate in a Transaction from a Custom Role ID#25769 Thank you, @Tiru Chembeti! ?

Hello @RobertBongers, Thank you for your update. With this, I think we need to wait for the another recurrence of the issue so that we can check the particular record with our Support Team. Since the issue is not constantly happening, I think we do not have any error in the Workflow and the Saved Search. Please let me know…

Hello @Gaurav_NS, Glad to have you with us today. Thank you for creating this thread. Please allow our gurus to review your concern and perform their initial investigation. We will reach out again if we have updates on this. To other users, feel free join in the discussion as well. To our other members, feel free to share…

Hello @User_F5KU8, Welcome to the community! We are glad to have you here with us! To get you started, we recommend the following: 1. Update your profile, add a profile picture and preferred username so other members can address you properly moving forward. You can check out Community Tip: Updating Your Profile! on how to…

Hello @Dirk Nieuwkamp, May I confirm if the expected output is to just hide the Line Item but it will still be applied on the record, or remove the Line Item from the Record? If we wanted to remove the Line Item, it can be done through Scripting. Here is a sample code that can remove a Line Item: SuiteScript 2.0 > Removing…

Hello @Matan Shachaf, Kindly check the following SuiteAnswers article below for further references: Dynamically Add Custom Button Using User Event Scripts ID#19376 Download a File Using RESTlet via SuiteScript 2.0 ID# 69610 As much as we wanted to help, we are not allowed to take part on the creation and implementation of…

Hello @AndreaK2, Glad to have you with us today. Thank you for creating this thread. Please allow our gurus to review your concern and perform their initial investigation. We will reach out again if we have updates on this. To other users, feel free join in the discussion as well. To our other members, feel free to share…