User_BCKYD Red Ribbon

I think there might be some limitations on how NS stores the shipping address on a sales order. I will close this question.

Hi Wee, Sure here is where the SMS Templates live. We have some integration in place with a 3rd party vendor. THanks!

Hi Wee, Sure. Here is shipping address 1. From what i can see, there is nothing unusual about it. And yes, there is some custom integration involved with our text system so i might have to reach out to them as well. My initial thought was i was using the wrong shipping address fields. But thanks!

Hi Richard, Im not using either. We are using a SMS Template linked to a workflow that is linked to the sales order. Here is what the template looks like. Thanks!

Hi Niks, Yes, i reviewed Wee Ming's comment and tested as well. I provided some screenshots where some of the shipping address information is still not populating where we need it. Thanks!

Hi Wee, Yes, im referring to the ship address. I tested the {shipaddress1} field in our template below. However, the address 1 field is still not appearing in the text message. Only the custom field (date/time), state and zip.

I appreciate the help from everyone. Since this happens so rarely, we will investigate further on the next occurence. THnaks!

Our last SB refresh was on 3/8. However the last email regarding automated scripts was on 3/7. So the email with the inactive user was generated before the SB refresh. This does seem to happen pretty rarely. I suppose it might be more effective to troubleshoot if/when we receive another email.

Hi, Our most recent SB refresh was back in March 2024. Are you saying that we should perform ANOTHER SB refresh?

Hi Veronica, Thanks for the information. Based on your suggestions, I wasnt able to find any email for our inactive user listed as a recipient. We seem to receive these emails intermittently, with the most recent being 3/7/24. We did do a SB refresh shortly after 3/7/24, like a week or two after that. Perhaps that is a…

Yes, we use the communications subtab, click email and enter the recipient info. Our ops manager has entered her email address in the field below. That field is empty for me. Im the admin, not sure if that matters.

Thanks Tigran. I set the field "From Address for Emailed Forms" to "User Email" and i generated an email and sent it to myself. That part worked. However two other users tried sending emails and the sender email address still has the Company Email . Are there any other settings that have to be changed at the individual…

Hello Jervin, Yes i reviewed your comment. We will modify our process accordingly. And thanks, Wee Ming! This is a great work around. We will test!

That could possibly work. We have other processes that are dependent on if the checkbox is checked. For example, a text messaging service will trigger when the checkbox is checked. However, it is possible the appointment schedule date will be modified more than once (the linked appointment can get rescheduled more that…

This worked, Jervin. Thanks for your help!

Thanks. I will test this on MOnday and let you know.

Thanks Jervin, i made the change and our accounting team is reviewing. Also, when i added the new field, some of the column widths shifted. How do i align the column headers and widen the Balance column so all the characters fit? We can probably shorten the date fields if needed to make room. Thanks!

Hello, Just following up on my comments. Thanks!

Here is a snippet of the code where i added the Unapplied field.

Thanks, Jervin. I added the "unapplied" field to the statement in Sandbox but something still doesnt look accurate. I looked up a payment for customer The Bargain Barn, Inc. as shown below. PYMT12375. You can see on the right, that there is an unapplied amount of 0.30. Then i generated a statement for the same customer,…

Thanks. i also want to test another field named "unapplied" in the screenshot below. Can you please let me know the name/id of this field?

Hi, I think i figured this out. We were not setting the Reminder field. Once we set both Reminder Type and Reminder, the user received the email reminders. Thanks!

Thanks Angela, we werent set up using SuiteSuccess so i can manually create the template. But the information is very helpful!

Ok, thanks Tris. I think i figured it out. I appreciate the assistance.

ok, thank you!

Ok, makes sense. I have serialized inventory and non-serialized inventory items. Are there specific native templates i can download or should i create an import file based on what i want to import?

Yes ive tried cu^ and it returns all customer and customer invoices. Is there a way to sort the results to customer appears first? Or when searching for vendors (ven:), getting vendors to appear first in the results, not vendor bills.

hello, just checking on this ticket!

Hello, We get the same results when using the cu: prefix. The customer "specialty appliance" is not returned.

Aha, so that's why. Makes sense. Thanks for the help!