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We’re excited to announce that the 2025 Community Recap is now available! This special recap highlights the amazing contributions and achievements of our members over the year and celebrates the collective success of our community.
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Comentários
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Can you post screenshots of your criteria and results? I have a search on sales orders that I sounds similar to what you’re looking for.
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Hi @Joahnna Given Uy-Oracle Do you know if there is a way to transform the estimate to a sales order, keep the sales order in edit mode, and add an workflow action script that just updates the line items?
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@Joahnna Given Uy-Oracle , yes - I chose Sales Order. appreciate your help!
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Hi @Joahnna Given Uy-Oracle , That looks like what I want to do, however, I don't have the "item" field when in my list to select from
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Maybe if your formula were like this: CASE WHEN {location}='Location A' and ({account} = '5121 Freight Costs : Freight Out GA' or {account} ='5529 Freight Costs : Freight Out FL') THEN {amount} ELSE 0 END
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I'm pretty sure you just need to uncheck SEND ON UPDATE for each recipient.
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Hi @Ivy Lopez-Oracle , any update? thanks!
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For the KPI scorecards that I've setup for counting qty of orders entered, I have the summary type for Document Number set to Count. Not sure if changing that would help.
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Documents > Files > File Cabinet and there you will find script solutions under SuiteScript Course Solutions > Exercise Solution Codes as an FYI - some of their answers are outdated, so you may get errors even when using the exact script. You can always Ask the Instructor too. They've always been pretty prompt in my…
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Hi @Joy Noreen Magoling-Oracle , sorry for the delayed response. we were able to solve the issue. thank you for taking a look!
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Hi @Tlarkin , Our work around was to create a different search than Saved Message. For instance, we wanted to see how many messages were getting sent out by our sales team to customers. For this we created a Customer Saved Search with the Criteria filtered to Messages : Author is (Sales Rep)
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Hi @Shaik Nayeem Rahman - in my experience, there were issues with giving our managers saved searches for KPI purposes off of notes (system notes, user notes, etc). They could only see their own messages. When going to transactions specifically, they could navigate to the messages tab and see all communication just fine.…
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Hm...wonder if it's like the System Notes where only Admin roles can see all and user's can only see their own... Good luck!
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I think I've resolved it. This checkbox works with 'Yes' or 'No'. Strange since I have all the others set to 'T' or 'F'
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Maybe this will help? https://suiteanswers.custhelp.com/app/answers/detail/a_id/29407/loc/en_US Suite Answer ID: 29407
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Hi @Jack Daryl Espiel-Oracle , I've passed this off to my coworker who will be able to create a SuiteScript for this. Thanks for the follow up.
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Hi @Elychelle Gulen-Oracle , Any update? Thanks!
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Thank you for all your help @Joy Noreen Magoling-Oracle
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Hi @Michelle Jabanes-Oracle , My search does not include summary filters:
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Hi @Joy Noreen Magoling-Oracle , Is having the start time revert to 12:00 AM when a completion is entered standard behavior then? Thanks!
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Hi @Joy Noreen Magoling-Oracle , Thank you for your help! Please find the below screenshots: Here is the completion record: When I click on the operation name link, I get this: This start time is not right. When I go back to the work order and look at the operations subtab, this is what it looks like:
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Hi @Elychelle Gulen-Oracle , I've followed the instructions, but must be missing something as I do not get the right fields when I go to set the value in the workflow: Create Transaction Body field Type: Select List/Record List/Record: Select Transaction Store Value: Enter Checkmark Click Sourcing & Filtering Filter…
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Hi @Michelle Jabanes-Oracle , The result was only correct for my first time frame (this week). The results were incorrect for the other time frames (last week, this month, last month, this year).
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Hi @Michelle Jabanes-Oracle , I have unrestricted access to all records - admin role. Thanks!
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Appreciate the link, @Kristoffer Viray-Oracle !
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If the setup was like this, would it run every 3 days?
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Hi @Michelle Jabanes-Oracle , Sure - please see below.
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Hi @Michelle Jabanes-Oracle , This didn't resolve the issue.
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Hi @Joy Noreen Magoling-Oracle , This resolved my issue. Thanks!
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Hi @Richard James Uri-Oracle, This works perfect!!! I greatly, greatly appreciate your time and help on this one!!!