Best Of

I found the access point!! YAY!

List > Bulk Processing Submissions permission

Excellent, thanks for keeping me posted.

Hello Pallavi1903,

Could you kindly begin by updating the employee record and assigning a specific location with the desired access you want to give to that employee.

Then create a custom role. Under Restriction sub tab - Mark the all category as "own and subordinates only"

Now with that role employee can see a specific location only in P&L which was assigned to that employee.

Thanks!!!

Hello @User_32GQL,

I ran your script and it worked fine from my end as well.

You could try the following:

1. Use Shift + F5 to refresh.
2. Clear cache
3. Check the Scripted Records page and view the list of deployed client scripts in the Inventory Adjustment record. Another script may be conflicting with this one.

I hope this helps!

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Thanks @Elychelle Gulen-Oracle

That is useful to know this is the 'expected' behaviour. We will look to script changes to adjust the transaction lines to follow the Item's department.

Hi @User_TXI1Z,

Upon checking, it is currently not possible to send an email based on the threshold of the KPI, this is a limitation under Enhancement 63397 Email Notification > User requesting to have email notification sent when KPI meets or exceeds a certain criteria.

Currently, there is a feature that will send you a daily alerts of your events, reminders, key performance indicators, and report snapshots. Please check SuiteAnswers Id: 8982 | Personal Preferences for Alerts

You can also create a Saved Search and have it emailed after the total of income accounts has hit a certain threshold.

1.) Navigate to Lists > Search > Saved Searches > New

2.) Select Transactions

3.) Under the Criteria tab:

Account Type = Income

Period = March 2024 - You can select a different period for this or such as this period, or any other period

Posting = True

4.) Under Results tab, I have added:

Account Type | Summary Type: Group

Formula (Text) | Summary Type: Maximum | Formula: CASE WHEN SUM({amount}) > 15000 THEN 'HIT' ELSE 'MISS' END

5.) Go to Email tab

Send Email Alerts When Records are Created/Updated = True

Add Recipients:

Send on Update = True

Show Recent Changes = True (Optional)

6.) Rename and Save your Search

Sent Email

I hope this helps!

==========
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Thank you!

Thank you Richard. I should have looked in SuiteAnswers first. Hopefully the developer resolves the issue.

Hi @User_TXI1Z,

Thank you for creating this thread. 😊

Hi, Everyone! You are welcome to join the conversation and share your insights.

Hi Elychelle,

Thanks for you help, we will follow the instructions.

Best regards,

Rob.