CDuf · Business Systems Analyst · Bronze Trophy

Hello Sven VdB Could you try a workflow that returned an on screen message if the field is blank (within certain criteria)? 🤷

Hello Benjamin Paul - USA Assuming you want to send your Customers copies of their open invoices. While not perfect & depending on the volume, ... Have you tried Batch Print Invoices or Print More than 100 Invoices at a Time via Downloaded PDF Files by Customer & send the downloaded file/s along with the Statement/s. I do…

Hello Niks Blando-Oracle This is great. I was excited to think that I could just enable Matrix items but I did not have the Matrix Items box available to me. I did some digging and I think we have to have the Advanced Inventory Management Add-On. SuiteAnswer: 100308 Looks like this SuiteAnswer was detailed after this topic…

Thanks Patrick Fresnosa-Oracle. I suspected from all my digging. Thanks for confirming. I would love sometime if we had access to Accounting Context without a OneWorld instance. 🤞 I added a comment to SuiteIdea # 650648 and Voted for the enhancement. If anyone else without multibook or OneWorld, would find this useful,…

Thanks Patrick Fresnosa-Oracle

Hello Ely Gulen-Oracle How do I Join & access the SuiteMaster challenges?

Hello Micah Timbol-Oracle. Can you close/resolve this for me? thanks.

Have you tried a Transaction Workflow on Subtype Journal already? SuiteAnswer 69119 says Making the Memo (so likely the Project/Name field also) column field on the Journal Entry is not yet possible to be set to mandatory using basic customization. This is still an Enhancement logged from our end through Enhancement…

Great!. I did find SuiteAnswer 42817 as well.

hello Elizabeth Vance The Quantity field is not on the Accounting Line so you would need a join to the transaction line to get the Quantity field. If you are beginning with the delivered Income Statement "Report", you may have better success replicating the Income Statement in a Saved search. Take a look at SuiteAnswer…

Thanks Patrick Fresnosa-Oracle, Yes, I can add another Name but also need to separately add a number. I wondered if I overlooked, being able to add a tab to an Account record form. If I could modify/add a field to the Localization Tab, Language row it might work. Looks like the Account record is not modifiable. As…

Camila O I use Avalara so this may not be of any help, just thoughts..... Have you found that SuiteTax calculates the tax improperly? If you are confident in the SuiteTax calculation, is it necessary to "load" the transaction tax amount? Can you rely on SuiteTax to calculate the tax on Vendor Bills properly without loading…

MaheboobVanteli Have you tried selecting one? Or could you turn your custom field into a List that forces selection instead of entry? You will have to preserve any values currently on the records and repopulate them after the list is created because changing a field type could clear the values currently in the field.

RichardMc Would the Summary Type "Average" help? Would SuiteAnswer 84194 or 63579 be of any use? I often find an answer that's "close" & modify to fit my scenario. A few others...but are part of Planning and Budgeting SuiteAnswers: Reviewing and Adjusting Gross Margin Percentages 1014298 Revenue and Gross Margin 1014403

kariingvaldson Of course this is not ideal but...have you tried Mass Update on Customer Status SuiteAnswer 39439 How many do you have that meet your criteria regularly? Or....After you do your first round of clean up,.... is it manageable to create a Customer saved search with your results and Edit in List, periodically?…

I can access SuiteAnswers from this community site so I will close this. Thanks.

Thanks Tristan Joy Mendoza-Oracle I really don't need "help" just reporting that SuiteAnswers may be down. I can get what I need from "Help", I just naturally rely on SuiteAnswers but Help is fine. Thanks again.

RichardMc Does your item.currentstandardcost have multiple standard costs? Duplicate lines are displayed when field values are unique. You may solve it by using Summary Type ( Max or Min (whichever is appropriate) to return one line.

I don't have requisitions Enabled but I would follow SuiteAnswer 99457 then edit the Initiation State to your needs. To run the Requisition Approval Workflow in your account, enable the following prerequisites. To enable requisition approval prerequisites: Go to Setup > Company > Setup Tasks > Enable Features. On…

User_IJB6M It doesn't look like the field is modifiable as delivered. It defaults to the employee completing it. Your Administrator may be able to enable the field using a simple workflow, if your business process requires it. Best Wishes

Javier P. Main Line = False Try Formula (Numeric) & subtract the two fields? SuiteAnswer 81338 might be a starting point then alter the formula for your fields Scenario Add another column in a Transaction Saved Search that will show the difference between the Quantity Fulfilled/Received and Quantity Billed Solution…

Shubham_Singh Setup>Accounting>Preferences>Accounting Preferences>Order Management> Default Sales Order Status

If you don't have a workflow in place you (your administrator) can take a look at the delivered Sales Order Basic Approval Workflow at Customization>Workflow>Workflows>New>From Template>Sales Order Basic Approval SuiteAnswer 41970

Hello Shubham_Singh Do you have an Approval workflow in place? Does SuiteAnswer 35242 help? Or Suiteanswer 94242 or SuiteAnswer 74987

1/19/2024 I had to use a Formula (Text) and condition does not contain End of Group... but it worked fine.

Hello afleetwood. How did you figure it out? I am looking for a Saved Search solution instead of scripting. Based on Robert Nedelkow-Oracle response above, it looks like this SuiteAnswer #29944 may help me but it no longer exists as that # [*]Compute the Age in Days Spent per Each Opportunity Status on an Opportunity Saved…

Thanks Micah Timbol-Oracle. I'll go vote on it and provide comments

Hello Micah Timbol-Oracle Do you know if there is any way to "confirm" an Estimate/Quote transaction line was deleted? I usually compare the quote line id to the Sales Order line Id and can tell if something was deleted but in this case, I only have a Estimate/Quote & no Sales Order. I can see that there are missing line…

Thank you Richard James Uri-Oracle. I added comments to each enhancement request then voted for both. Thanks. This gives me the answer to my question, Thanks again.

Thank you Tigran Shahnazaryan. I had done some testing in Sandbox and did not identify an issue so happy to have your confirmation. Thanks!!