Audrey G. Red Ribbon

Hi @Alex Joves -Oracle, Thank you for the confirmation! Have a wonderful day! -Audrey

Hi @Alex Joves -Oracle , That is what I thought, however, in the new account I am working on, the portlet is blank showing no column display, just the name. Do you know what would cause that? Thanks for your help! Audrey

Hi @Thea Hernandez-Oracle , Thank you for your quick response! I appreciate the info! Have a wonderful day! Audrey

Hi @Angelica Mae Segador-Oracle, I did. I apologize for not responding. Thanks! Audrey

Thank you @Dominica Sevilla-Oracle ! I searched high and low for a SuiteAnswer and came up short. Thanks again!

HI, That does not seem to work. I made that change, logged out and back in, then created a new bill, but it is still showing: Thanks!

@Joahnna Given Uy-Oracle , Thank you for the info. If the client does not want to uninstall the bundle with having this new information, is there a way to "inactivate" the bundle or hide all of its components? It is confusing to have the Blue Bar at the top of the screen talking about approval rules, and then having the…

Thank you all! I apologize for the delayed response - the emails went to my junk mail for some reason. I understand that fields and all that will be removed along with their history, but I just want to make sure that other than that, uninstalling the bundle won't delete transactions or anything to that extent, will it?…

Thanks!

Hi @Angelica Mae Segador-Oracle, Yes, I am referring to the SuiteApprovals Bundle. Thank you! -Audrey

Hi @Dominica Sevilla-Oracle , I just realized that I misspoke on one piece of information in my last comment - I said "the submitter is also one of the approvers" when actually the creator is the first approver, however, the person who submitted the PO was another employee. I'm not sure if that makes a difference but…

Hi Dominica! Thanks for the reply. Is this encountered only on one Purchase Order? The client has shown me 2 PO's so far. Is your SuiteApprovals customized? Yes, and it looks like the submitter is also one of the approvers which I know will throw it into a reject state, however, I still don't see why there would not be a…

Thank you!

Oh awesome! I will take a look at that. Thanks @Katerina Winklerova-Oracle !

Thank you @Tiru Chembeti ! I have looked at both and it seems to me that there is something wrong here still. I have created a NetSuite Support case to determine if it is something that can be fixed on that end or if it is a defect. Thank you for all your help! -Audrey

Thanks @Katerina Winklerova-Oracle! I am not seeing where you can set any preferences with the Accounts Receivable or Accounts Payable forecast. I did some more digging and it looks like the search that the AP and AR amounts are coming from are only for transactions with a due/receive date as of 4/1/23. Which seems odd for…

Hi Joahnna, Thanks for your response! Here are the requested screenshots: Record showing PO field and Item Field: Field Sourcing the PO List, Display Type is Normal, Nothing under Validation & Defaulting, Access is Edit, and here is how it is sourced: Lastly, what I mean is that the record has a Purchase Order field, then…

Thanks @Micah Timbol-Oracle ! I also realized that you can't select summary accounts, which makes sense because they are inactive accounts. I feel silly for asking :) Thanks for your help! -Audrey

Ok, thank you @Joahnna Given Uy-Oracle !

@Leonard Mallare-Oracle, Thanks! I was able to find a workaround here but adding a "submit for approval" button to push before entering the nest state where the next approver is assigned. I would still like to know if there is a better solution to this in case the client does not like the extra step and for future…

Hi @Michelle Jabanes-Oracle , I apologize for the delayed response. Thank you for your help with this, Unfortunately, this did not work. I did some more digging and testing and think it might be a script that is preventing any editing. Thanks again! I appreciate your time! -Audrey

Hi @Jack Daryl Espiel-Oracle, Thank you so much for this information! That is all I really needed to know :) We do have a development team here that can build this out if the client decided the'd like to go that route. Thanks again! -Audrey

This is very helpful! Thank you @Clarisa De Torres-Oracle !

Hi @Clarisa De Torres-Oracle ! I apologize for the delay! I have attached a sample of the format my client would like to see- cover page and all :) Thank you!

Thank you @Elychelle Gulen-Oracle , this was very helpful! Have a Great Day!

Thank you @Michelle Jabanes-Oracle !