User_7WD60T Red Ribbon

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Hi @User_34PI3, Unfortunately, as soon as expense categories are used on transactions, they cannot be updated. To solve this, I would create a new expense category. If needed, you can also still change the old category to the new one on transactions that are still in open periods. Hope this helps!

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Hi @User_7C8GF, You should be able to use Name (Line) or Entity (Line) from the Journal line level to compare against the Entity used on the Invoice by using the logic shown above for the Subsidiary field. Just replace the fields on both sides of "equals".

Hi @User_7C8GF, While creating/editing the Transaction Line Field, you can filter the transactions like this: This will compare the Subsidiary of the Invoices to the Subsidiary of the Journal you are creating.

Hi @Raj_08, Unfortunately, there is usually not a lot of information available in the system for e-invoice processing. My suggestion would be to find an e-Invoice validator tool or to involve a local accountant with e-invoice expertise, as most country's structure can differ.

Hi @JoshuaGardner, In Saved Searches, you are limited to drilling down into 1 layer, while your formula requires drilling into 2 layers. As far as I see, there are two paths forward here: Use SuiteQL or an Analytics workbook to enable you to drill into more than 1 layer. Use workflow/script to add the value of…

Hi @User_YYLJ9, I'm assuming you would not want to open the closed periods to prevent the account from being updated in those periods. In this case, it could make sense to create a new item with the correct income account and use it to replace the old one only on transactions in currently open periods (this only works for…

Hi @User_H3JQ6, Are you using the transactionline or the transactionaccountingline table? I believe looking at fields from the transactionaccountingline might be the way to go here, as that aligns with your GL Impact. So, looking at the Debit or Credit here should not include the added tax.

Hi @Elizabeth Vance , From previous discussions, it seems that this would fall under an enhancement. You can vote for Enhancement 179140 here: vote for the enhancement

Hi @Yee Yie , Bouncing off what @Ayitah Tallada-Oracle has mentioned, if the custom form has the Employee field set as Normal, it might also be worth checking the scripted records to see if the Employee field is being set to inline by a script or workflow.

Hi NickSCapAmerica, A more low-effort solution can also be a saved search on SO lines to compare the ordered and available amounts, alongside a checkbox to "track this line". Whenever the available amount then reaches the ordered amount, the SO line you tagged will appear as a result in the search. This can also trigger…

Hi @Dext3r, As a first step I would suggest to remove the condition, set the send email action on After Record Submit and edit-save the record. —> If nothing is sent out this way, the issue might be related to one of the senders/recipients not having a valid email address or the email template containing an error,…

Located in Belgium, working as a consultant. Primary product areas are finance, OneWorld, ERP, Analytics, SuiteBuilder. Favorite food are fries.

Hi @Oshadha Perera, To submit a Purchase Order for re-approval, you can either work with a button or an automatic update based on a change in Amount. For both types of trigger, you will need a transition in the workflow back to your Pending Approval state, such as this: In this particular example, the transition is driven…