Tigran Shahnazaryan · CEO @ Novelance · Gold Crown

Hi @Bryan D.-Oracle, When you say, "I can no longer edit the subsidiary to uncheck the include children and make it multi selected", does this apply to all GL Accounts or only some of them? Also, are you using the Admin role? Thanks.

Hmm, interesting. That error message should only appear if something is selected under "Available Filters". I also noticed that you slightly modified the criteria after I proposed the solution. Could you try to use the original criteria to see if that works (i.e., remove the "System Notes : Field = Start Date")

Thanks for checking. Do you have one of these criteria fields as a Filter? If yes, can you remove it and try again? I remember you mentioned that you don't have anything in the Filter section:

Hi @Janice De Ocampo, Natively, the Item Filter only supports static criteria. You will need customization if you want the list of available items to change dynamically based on the selected vendor on the PO form.

Hi @Dext3r, Is there a chance that an incorrect rate is manually entered on the transaction? Can you compare it with the daily auto-synced FX rates?

Hi @Richard Appleford OB, Are you referring to the native "Location" text field on the Event? If yes, it should be available if you select "Location" in the Saved Search results:

Hi @dylanvv, I have several questions: Are these entered as Criteria in the Saved Search? If yes, did you enter them under the "Summary" tab? What are the results when you run the search, and what specifically do you want to change? Could you provide a few screenshots to help us better understand your challenge?

Hi @Shubham_Singh, Yes - you can do that via Customization -> Lists, Records & Fields -> Transaction Body Fields -> New. Select the "Main" subtab under "Display": You can also move fields from other tabs on the form to the Main tab via "Move Elements Between Subtabs" on the related form:

Hi @Dext3r, I had a similar workflow for the Opportunity Record with more than 100 actions. The Workflow Actions were added to related Groups, and everything worked perfectly. The workflow might become harder to maintain and improve if you add extra states and transitions.

When you say "Category" and "Bill Item GL", are you referring to the Expense Category and GL Account on the Bill?

These are good questions, @Morgan Elmac, The standard behavior is to copy the Location from the charge to the generated Invoice. Could you check if you have any instances where the Charge and Invoice have a "Calgary" location? I don't think the "Multi-location preference" would override the Location on the generated…

Thanks for the screenshots. You can check if there is a workflow running on the PO record by going to Customization -> Scripting -> Scripted Records -> Purchase Order -> View Workflows. Are there any workflows in Released status? Also, can you also edit the PO to customize the Form and check the "Display Type" for the text…

The "Custom GL plug-in" is a NetSuite customization tool that is used to change the GL impact of standard and custom transactions. You would need to work with a NetSuite Technical Consultant to do what you need. Typically, the "Custom GL plug-in" development and implementation is straightforward.

Hi @User_KZ0TB, There are several reasons why that is happening: The role you are using doesn't have permission to edit those fields. (e.g., there might have been recent changes to the role permissions) The field's "Display Type" was modified from "Normal" to "Inline Text". (e.g., to auto-populate the values via workflow).…

Hi @User_X2B1J, Are you referring to the Credit Memo transaction? The Customer Refund transaction typically impacts only Balance Sheet GL Accounts (e.g., DR: Accounts Receivable | CR: Bank). To report the Sales Return / Revenue Reversal separately on P&L, you would need to post it to a different GL account. You can do it…

Thanks for the clarification - I see what you mean. How about sending an automated email alert with the tracking information to Subsidiary 2 employees when Subsidiary 1 creates the IF? Or, you can copy the required information from the IF to a Custom Record via WF that Subsidiary 2 can access and vice versa.

Hi @Cristian Cabacaba, Yes - Customer Dashboards don't support customer filtering criteria on custom fields, Saved Searches, or other custom objects. For example, if you add a custom Saved Search to a Trend Chart on the Customer Dashboard, it won't filter to that customer and will show the results of all customers in the…

Hi @User_QC7MZ, Could you re-attach the screenshots? They don't show up for me.

Hi @Phu Nguyen, Please check if this works for you:

Hi @Jake Pangan, You can do that via Sales Order Transaction Search: Here is the reference criteria:

The attached files on IF are under Communication -> Files: You can edit the required file from there and select the checkbox:

SuiteAnswer articles are super helpful, and I learn a lot from them. I also came across some that weren't 100% accurate or complete. For example, I haven't seen the {item.inventorylocation.id} or similar to work (e.g., reference to a field that is "two joins away" instead of "one join away"). What you have right now won't…

Thanks for checking. The formula you have in the original post has spaces, but that is possibly due to formatting on this website. Could you remove these criteria and see if the report runs: I don't think the {item.inventorylocation.id} and {item.assetaccount.id} are valid. Perhaps you can replace them with…

Hi @Dext3r, You should be able to do that by checking the "Available Without Login" checkbox on the file record: You can also write a script to mark the checkbox automatically based on specific criteria.

Hi @Pallavi1903, Are you noticing this issue on all Projects or just a few? Can you double-check if you have any custom Transaction View/Filters selected?

Hi @Craig_Verde, You should be able to achieve this via the Custom "Item Pricing" sublist, where you can default the sorting to alphabetical. Once you add the custom "Item Pricing" sublist to the Customer record under the Financial tab, and confirm the results are accurate, you can hide the native sublist.

Yes, that makes sense about {type} vs. {recordtype}, @Vasya_3, I think the main problem with your formulas is the unnecessary spaces. For example, you should write {recordtype} instead of { recordtype }. Can you remove all the spaces you have in squiggly parenthesis and try again?

Thank you!

@User_Jen, On August 4, I proposed a solution to your question using Custom Fields. Did you try that? Here is a screenshot of a Vendor Bill from my Sandbox showing the Payment Date and ID: Isn't this what you were looking for?

Looks great!