Akhil_k_t Silver Medal

Hi @User_GX4AA You can close the purchase order by closing all open lines in the item sublist. To do this, edit the purchase order, go to the item or expense sublist, check the "closed" checkbox for all open lines, and save the purchase order. The PO will then be updated to a closed status.

Hi @Vernita , There is one more approach that involves creating a custom Advanced PDF template along with scripting. This method includes: Create custom pdf template Creating a custom object to structure the required data. Using renderer.addCustomDataSource() to pass the custom object to the template. Ensuring the same…

Hi @User_K3C7V Have you tried creating a folder search? I'm not sure if this will fully meet your needs, but you can try setting up a folder saved search and adjusting the criteria to refine the results. If it works as expected, you can schedule an email alert to notify you whenever a new item is added to the search.

Hi @dle_35705, I believe you can customize the statement template and use it to generate the customer statement.

Hi @Patrick Fresnosa-Oracle Can you find any enhancement requests related to this? While a blanket purchase order is one option, we’re looking for a solution that enables complete end-to-end tracking of subscription purchase orders. This includes monitoring upgrades, downgrades, rate fluctuations, cancellations, and other…

Hi @vernita use '<a href= "">'+Var invoice_no +' </a>'as value.

Hi @Vernita You can use the following field from the item sublist to check if a vendor bill line is linked to a purchase order: sublistId: 'item' fieldId: 'orderdoc' This field usually contains the internal ID of the purchase order. It worked for us, so you can try it, but I’m not sure if this is the correct way to achieve…

A. Reduces the need for warehousing and storage.

@sam_moran You could try creating a saved search on the entity record type. Group the results by a key field, such as company name or email, and count the internal IDs. In the criteria, set the primary type as 'Vendor' and 'Customer.' This approach might help you identify duplicate records.