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Thanks, @Wee Ming!

Hi @User_APABE,

Wee Ming is correct. You can apply the journal even if it is in a different period:

You can apply it to each other:

If you try to edit the Payment Journal you will encounter this:

After Saving this and changing the May 2024:

This will be automatically be unapplied:

I hope this clarifies!

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Hi Benjamin Paul - USA

You can create custom roles that can access multiple subsidiaries as mentioned by Veronica Steluta Mincior-Oracle above by setting selected in the subsidiary restriction in the custom role.

Just give you an idea. Say in your company you have 4 groups of users
Group 1 - Only can access their own subsidiary (i.e. based on the subsidiary set in their employee record)
Group 2 - Can access subsidiary A & B
Group 3 - Can access subsidiary C & D
Group 4 - Can access all subsidiaries (include elimination)

There are many ways to design the custom role but below will be what I will do taking into consideration easy for user to access the record without changing the role (if majority of your users are in group 2 & 3)

1. Custom Role 1
- Set Subsidiary Restriction to User Subsidiary
- Assign this role to Group 1 employees
- e.g. if employee's subsidiary is A, he/she will be able to access only subsidiary A records.

2. Custom Role 2
- Select Subsidiary Restriction To Selected and select Subsidiary A & B
- Assign this role to Group 2 employees
- Note: Even if employee's subsidiary is C or D, with this role they can access A & B and cannot access C and D.

3. Custom Role 3
- Select Subsidiary Restriction To Selected and select Subsidiary C & D
- Assign this role to Group 3 employees
- Note: If employee's subsidiary is A or B, with this role they can access C & D and not A and B.

4. Custom Role 4
- Select Subsidiary Restriction To All
- Assign this role to Group 4 employees

Do take note all 4 custom roles will have the same permissions. Only the subsidiary restriction are different. In this design, each employee only need to grant one custom role.

Regards
Wee Ming

Thanks @Wee Ming

I was just coming here to post that I accidentally put it into the wrong column

This works

Hi Vernita

You should select Customer under Value Field column not under join column ?

Hi @Vernita

For Est Unit Cost you can select the field "Item Rate", there are 2 Item Rate fields in Transaction Saved Search, select the 2nd one which the field id is {fxrate} if you use a formula (currency) field.

For Current Value and On Hand, its actually a snapshot of the item Location On hand qty and Location Total Value field where item.inventory location = Location (no hierachy) field in the inventory adjustment line before the IA is posted. So don't think its possible to get the value from saved search as the value may change by other transactions posted on the same day.

Regards,
Wee Ming

Hi User_59L06,

I think below Suiteanswer is what you looking for.

Steps to Display the Actual Quantity in Unit of Measure Used in the Transaction When Creating a Saved Search
https://suiteanswers.custhelp.com/app/answers/detail/a_id/28524/loc/en_US

Regards
Wee Ming

Hi All,

Just to update got these 2 buttons enabled now.

Issue was earlier only Administrator role were added to my user.

Customer had customized a new role with which these options were to be enabled .

After assigning this new role to my user , these butons got enabled.

Thanks !

Regards,

Richa

Hi @Kedalene,

I do encountered PFA stucked in Queue before and suiteanswer 106099 do solve my issue.

May be you want to checkout this suiteanswer :-https://suiteanswers.custhelp.com/app/answers/detail/a_id/26150/loc/en_US

Do take note before reprocessing a failed PFA, make sure there is no other PFAs record status is in the "in progress" i.e. non-final stage , final stage status are e.g. failed, cancelled, processed.

All other queued PFAs , have to change it to failed before you reprocess on one of them and wait till its completed then reprocess the next failed PFA.

I suspect that if there are multiple users generating PFAs at same time or the same user creating multiple PFAs before one is completed, then this may lead to PFAs jamming in the queue. So do advise your user to only process one PFA and wait till it complete before generating the next one to see if this help.

Regards
Wee Ming

Hi User_APABE

The offset journal does not need to be in the same period as the original unless you need the offset figures to report in the original period.

"Can we change the posting period after payments have been applied."
» Are you referring to posting period of the journal that is used to apply to a bill , if yes you can change the posting period provided the period is not closed. But after that the payment link will break and you will need to reapply the payment again.

Regards,
Wee Ming