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hello Camille, Thank you in advance for your time on this i have a summary saved search (contracts): criteria: results: Available filters: i have a custom field on the customer record which sources (not stored) the result of the saved search I would like to have this number displayed on a saved search of customers:…

Thank you Shamaine, could you please elaborate a little on the new custom transaction body field that we should create and what data we are able to source into it thanks!

I put your suggestion in place and it works great on quotes. The detailed steps that you provided to adjust the condition depending on the item type were very helpful. Thank you!! Do you have any ideas to have this also work for opportunities records? Sublist workflow actions are not available on opportunities.

This looks very promising. i will test it on our end and let you know. Thank you!!

i do not see an option to enter reorder points for each location?

oh, and we also tried with the auto calculate preferred stock level box unchecked. the reorder point was still not editable

Yes you are correct. The inline discount field is part of the Contract Renewals Bundle

Hello Guru, We are trying to set up inventory level warnings We have set the preference on the Transactions subtab, by checking the Inventory Level Warnings box On the inventory item form we have set the reorder point field to 'normal' display and have also 'unchecked the autocalculate box. However, the reorder point field…

after further testing, when i put the date range in the criteria this does seem to give us what was needed..Thank you Guru!!! Costing MethodMaximum Costing Method Inventory Number : Receipt Value (Custom)Maximum Receipt Value Transaction : Transaction Serial/Lot Number AmountSum Inventory Number : Current Value…

another question around this..if the costing method is 'specfic' : Should i be able to pull from a field that contains the exact cost of the serial number when it got into inventory, directly into the saved search results or does it need to be derived from transactions?

Ina, Thank you for your time on this! for each serial umber that was on hand as of the criteria end date, we need to display its specific actual cost price (which should not change with the criteria date range) and also its value on last date provided in the criteria. (for example, an inventory adjustment may have been…

Hello Jack, We do not use SuitePromotions or WebStore. The way that we create transactions is starting from an opportunity So, when the user selects an item the item's base price populates on the line. User would then put in an amount for the online discount. We need to limit the ability to populate that inline discount…

Actually I think i just got it working! i used After Field Edit and the Return User error action instead . this works.

The enhancement is now available in SuiteIdeas for voting. Issue Number: 568154 Abstract: Mobile > Android/IOS > Saved Search > Incorrect record created from link i encourage everyone to vote on this. The enhancement would allow a way for users to generate records on the fly from their mobile devices

you could do a saved search on contacts. then on the results tab in the field column, you can scroll to the bottom of the list to find all the related tables. from there you can select fields from the tables you want: for example:

Thank you very much for the pointers! I created a scheduled workflow to populate a field on the sales orders returned as the results of my saved search and then added that field as an additional filter for selecting print picking tickets. This works!

This is really helpful Thank you!

perhaps you can set the required criteria when you create the criteria on the saved search you use for the mass update. That way only records that meet the criteria will get updated

Actually i think you have found the answer Thank you! when i cleared cach and tried again , it worked. The answer was to leave that field empty thank you very much for your assistance on this

Thank you for looking into this. What should that field be set to? it appears that it defaulted to 'Company'. i tried clearing that and I also searched for other fields such as Lead source or Lead Source (Marketing Campaign) but they are not available on the list

Thank you for your time on this…Ok, so it sounds like similar process to what I had tried with the lead source field but instead I need to create a custom field called ‘lead source (marketing campaign)’ into which I source and store the lead source. I tried that but I am still not having any luck. I wonder what I am…

Hi Michelle , Under each campaign record, i would like to see a list of opportunities that came from that leadsource=campaign so i have created an opportunity saved search so for example, i have an opportunity whose leadsource is Suiteworld 19 i would like to see that opportunity listed under a subtab called 'Opps from…

Thank you for your time on this The opportunity record does have the standard lead source field on it already. Is this different from the campaign? what field do i need to add to the opportunity? This is what the help field on the lead source field says: Select a lead source for this company. If you use marketing…

Thanks!

Hello Michelle Thank you for your time on this. So just as with REGEXP_REPLACE({category}, '[:^].*', ' ') , using the 'Case when...' statement requires using a formula. i was hoping there was a way to just make the field, 'parent category' available to select so it is easier when creating filters and grouping on the search?

and now please vote to allow available filter for an internal ID above 10000 Title: Dropdown Lists/List Views > Unable to view all items above 10,000 Number: 92813 Category: -- Not yet categorized -- Sub-Category: -- Not yet categorized -- Status: PM-Future Enh Details: Alternate Solution: Use Saved Searches

Hello, yes my evaluation led me to the conclusion that it is better to stick with the contracts module. Suite billing is a very expensive alternative that does not appear to offer much benefit over the contracts module. also, NS are are tightly monitoring the product so there’s no way to get it on a demo account. I took…

Yep, this is the same issue that we have. To accomodate this issue we generate separate sales orders for each term. we then have to go in and mark the contract items on all but the last contract that got generated as not renewable. That way, only the last contract will create a renewal.. In some other cases we apply a…

were you able to get your reporting need worked out? i'd be happy to share what we have been able to figure out in case any of it is of use to you

i'm new to creating reports and would like to add a running balance column to my custom report....i'm not seeing where this option is on the report builder columns tab? aah just found it...and discovered that it can only be applied to one column on each report, but that works for my case