@Ayitah Tallada-Oracle , Thank you for this. I have voted for the enhancement. Have a great day! -Audrey

Hi @Judith Culanding-Oracle , Thanks for testing that. I did compare roles and there are no differences. I will check on any scripts/workflows that could be affecting the process. If I don't see anything I can create ticket with NetSuite Support and see if they can see something I am not seeing. Thank you for your help!!…

@Judith Culanding-Oracle , OK, thanks. The reason I ask is because I entered a test PO under the custom employee center role and it is not grabbing a rule and flowing through the approval process. I then created a PO under the native role and it applied a rule and went through the process. Any ideas on why this would…

Hi @Judith Culanding-Oracle , Is this even with a custom employee center role? Or does this also have to use the native role? Thanks!

@Judith Culanding-Oracle , Another question, does this also go for just submitting a purchase order for approval? Can this also not be done by a custom Employee Center role? Thanks!

@Judith Culanding-Oracle , Thank you for letting me know. That is unfortunate - seems silly that this is not possible, so hopefully NetSuite updates this in the coming release. Thank you!

Hi @Jeanne Padilla-Oracle , Thank you! We will create a case with NetSuite Support. Have a great day! Audrey

Hi @Jeanne Padilla-Oracle , I just wanted to follow up on this. The JE's are being picked up by the indirect cost allocation SuiteApp now, so thank you for that! However, the “Name” field on the allocation line is coming in blank — even though the name filed is populated with employee name on the original JE. Is there a…

Hi @Jeanne Padilla-Oracle , Journal entries are now being picked up by the Indirect Cost Allocation SuiteApp, but the “Name” field on the allocation line is coming in blank — even though the name filed is populated with employee name on the original JE. Is there a specific field or mapping we’re missing? Thank you! Audrey

Thank you @Jeanne Padilla-Oracle! I will test and let you know if the issue persists. Have a great day! Audrey

Hi @Jeanne Padilla-Oracle , I apologize for the delay. Please see below: Cost Categories are setup 2. Cost Category assigned to correct account 3. Allocation Method and rates are setup 4. Allowable cost setup for right Account and cost category 5. JE for the right account and Granbt created, but still not allocating Please…

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 !