Best Of

The customer's PO number is called "Reference Number" under the Bookings folder in that report.

Hi @User_WACAY,

I was able to set the status to Closed for return authorization records that are more than 90 days on Pending Approval status. Here's the workflow setup on my end you may use as guide:

Each line item must be closed for the whole record to be set to Closed. Here's one of the return authorization records pulled by the saved search filter:

You can test the how the workflow will execute on a few records when Release Status is set to Testing. Click the Execute Now button on workflow setup page to run the workflow on the first 20 records returned by the saved search. You may, then, change the Release Status to Released after testing the suggested solution.

Hope this helps ?

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@Grace Catabian-Oracle - Thanks, I have a support ticket in now.

Thank you, I just added a default value to the field definitions for any effected fields.

Which logically should be the correct way to do things🙂

Yes, Able and Angelica. I just saw your comments, thanks for all the help.

@Able Wilson that's precisely what I did and it worked, however my only issue is that it duplicates the reports subtab for the user with classic center roles.

That's why I came up with the second alternative which is have the account center roles enable the classic center interface in their preferences so I don't need to create the accountant center tab.

Thank you!

Just to update this thread, the only way to do this is:

1. Create an Account Center Tab where you can add any report you requiere. However this will duplicate the reports for those roles under the classic center interface.
2. Have the users with the accountant center that want to see the report, change their user preferences, in the tab Appearance, to check the box USE CLASSIC INTERFACE. Although, just make them aware that this will change their current view.

Thanks!

Hello @Nicole Mendoza-Oracle

All right!! I can understand!!

Thank you so much!!

regards.

@Elychelle Gulen-Oracle Hello!

I have reviewed the suggestions above. They are not exactly what I needed. Based on my task and the suggestions provided by @Tigran Shahnazaryan, @Elychelle Gulen-Oracle, I implemented SuiteSQL that selects the fields I need.

To find the last purchase date, I used a subquery to find the newest transaction date in the transactionline table for each item in the table.

In this subquery, I selected the item column from the transactionline table and the maximum transaction date (maxtrandate) from the transaction table for each item.

I have attached the query, perhaps someone will need it for solving their own tasks.

Thank you all for your help!❤️

Issue resolved.

It ended up being due to how the PDF header had been declared. After I made some changes to the header and to the body of the document that issue is no longer happening.

Basically, the height of the header was set as 10%, which was insufficient for the content of the header. The issue never manifested itself on the first page of the PDFs because there was an explicit <br> tag at the very beginning of the body.