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Hi User_0DVZI

You can create a transaction saved search with the following criteria to achieve the result. The key filter is File.Name is empty

You can ask the user to add the SS in their reminder portlet at home dashboard, so they can check themselves if there is any bill created by them without file attachment.

For admin to monitor all records, you can duplicate this SS and remove the created by filter in the criteria.

Regards
Wee Ming

OK< when vendor bill credits are created, ensure that box is checked on the transaction and you should be golden.

~angela

Does that mean the preference set at the company level, per the script parameter settings, is overridden by the setting on the workflow action itself ?

I have tested and found the answer: The workflow action parameters (within the workflow itself) take precedence over the company level script parameters.

Hi @Wee Ming,

Thanks for testing again 🙂

I was advised internally, that they will help you instead thru a support case to guide you with the report 🙂

Hi @CDuf,

Try this:

CASE WHEN LOWER({email}) = LOWER({custentity_invoice_email_address}) THEN 'Match' ELSE 'No Match' END

You absolutely can do this.

Customization>forms>transaction forms. Find your default bill credit form.

on the form, go to - screen fields>Items, and check the 'auto apply' box.

Voila - newly created bill credits will auto apply to the oldest bill.

~angela

Opportunity/Estimate Status is the field I was looking for but could not find. Thank you for your help. Workflow is in place and working as expected now. Thank you!