Thank you Tafara. Great idea. My goal is gathering data in consideration of a price increase for one of our Items, "Web Service License" but I want to understand the entire suite of products our Customers currently have, when the Customer has our Web Service Product(actually all the products this family). Your idea is…

I'm not a fan of redundant fields but would it be acceptable to create a custom "Local Status" field that you could update with a Workflow that is triggered when the Invoice (delivered) Status = ??? or some other trigger. I suppose you would have to "attest" to the government that this new Custom field is your Operational…

Hello @Tafara. I wondered if you saw my response since I did not "tag" you. My apology. Given my response, do you have any additional ideas, I can try? Best Regards and Thanks.

My Company>General Preferences and personal Preferences When I use a Formula (Date/Time) = CASE WHEN TO_CHAR({createddate}, 'HH24') = 8 THEN {createddate}+8/24 WHEN TO_CHAR({createddate}, 'D') = 7 THEN TRUNC({createddate})+ 2 + 12/24 WHEN TO_CHAR({createddate}, 'D') = 1 THEN TRUNC({createddate})+ 1 + 12/24 ELSE…

Following SuiteAnswer ID 73365, I attempted to Import a file to remove Customer Contact Login Access but receive the same error as member 3954569. Remove customer contact's access to customer center through CSV import Published 04/17/2018 05:20 AM | Updated 05/22/2020 08:07 AM | Answer Id: 73365 Here are the steps: 1.…

Thank you. I have updated my search and will reply my results.

Are these POs that you create to purchase goods? Have you Customized your Standard PO "Form" to point the PDF layout to your PO Template? You can also set your Email Message Template to your PO Email template on the Custom PO form. You can also send the PO to the Vendor from inside the PO, using the Communication…

I voted for Enhancement # 65986 and added comments too. If you would benefit from this Enhancement Request, please ask your Administrator/Support Manager to access SuiteIdeas>Number 65986, add comments indicating any benefit to adding audit information to Email Templates, and any current burden because a audit information…

I added "And" in my second argument and removed Main Line = False. I used Formula (text) {applyingtransaction} is not Credit Memo because I wanted all valid Invoices where the Customer did not cancel. I did not want to include cancellations that would have created a Credit Memo to close/Paid in Full the Invoice. I tried as…

Thanks Tafara. Yea, I would have loved "Item on any Line" but you've got it, I need to return lines across all invoices. I did try expressions but I did not include the type in the second argument and could not get my expected results. I included all criteria in both arguments and added an item as your example suggests. I…

Thank you Michelle. I attempted to leverage(and modify) an existing formula that determines the # of Business Days & Business Hours a case has been open by switching out the comparative field from {closed} to {initialresponsetime}. This exceeds the character count allowed by 272. I next attempted to utilize the…

@JohnCirocco suggestion of "Item on any line" is a good one. The criteria "Item on any line" delivers all lines on a single invoice if one item is found. I am looking for how I might apply similar logic across all invoices for a Customer. I'd like my Saved Search to return all the Customer's invoices and lines if the…

Thank you Camille. As far as my question, you answered my question. The reason why the Income Statement accounts in the Trial Balance Report have beginning balances in their Account Detail report is also because of the same reason stated above. But as mentioned by @HertsChris, your Trial Balance will still be correct. The…

Oddly, Camille, the normal “Did this answer your question?” is not included in this response. I wonder if this string has already been considered, "Answered" Thanks to both you and @HertsChris. I thought I was reading it right but to HertsChris' point, "a difficult subject to relay to Finance team members who are used to…

Thank you John. Our scenario is each Product/Item family are sold at different times (perhaps years apart) so are invoiced on separate invoices. After reading more about Item on Any Line, I can see that if we invoiced all products/items on one invoice, it would work well. I can successfully return all the PRP Invoice Lines…

Hello Camille. I too have a question. Will "does not post the balance to retained earnings because doing so would zero the past income statements and prevent them from being viewed" impact the Trial Balance? I normally do not expect my Trial Balance to to have beginning balances for Income Statement accounts. I see…

I didn't think of this when I completed my Oracle Communities survey. It would be nice if: Each of these formulas were a separate topic with keywords attached to make searching easier. Each of these formulas were separately migrated to SuiteAnswers to make searching easier. Best to all.

I found a temporary workaround. Instead of using the original Text Area custom field in the Saved Search, I used a Formula (Text) field with the custom Text Area field, internal id in the Formula field. The results are below. The full text of the custom Text Area field are displayed. It is a redundant exercise to create a…

Thank you, Pauline. I accessed the Enhancement 102873: Setup>Customization>Record Types > Custom Field> I see that there are 72 votes for this idea (+mine) but there is only one comment. To all that are interested in this enhancement (or any enhancement), please add a comment that relates to your business…

Thank you Camille. I see there are currently 181 votes but only 2 comments. I'd like to add, We can contribute to continued improvements when we can demonstrate widespread benefits and burdens. To all those that are interested in this feature, please add comments to the Enhancement Request 11790:Loan Amortization,…

I'm also wondering. Our scenario: We make annual and quarterly payments, we need to amortize over the periods (e.g. Licenses, Software Subscriptions, etc.) using credit cards. While we know Vendor Bills and Journal entries allow Amortization schedules and we have resorted to using them, it involves many more actions to…

We record them as Bill Payments but "To be Printed" = No so no "check" # is assigned. I will look into recording them as manual checks. Thanks Tina. Did you try updating the saved search to include Bill Credits? Best.

Thank you Michelle. I will.

Just another update. The attempts to get into our system, and perhaps others, continue. I post her so that other users can be aware and cautious. Earlier attempts came from @gmail.com. In November & December they changed to @hotmail.com. January they have become coming from .org. We are a US company that does no business…

I am experiencing duplication too. If my Vendor has 4 addresses, the payment is displayed on the 1099 reports 4 times. I could remove the duplicates by adding a Criteria. I am still auditing my results. As I audited my results, I found I needed to add Credit Card Payments in order to include 1099 Eligible Vendors, paid…

As I audited my results, I found I needed to add Credit Card Payments in order to include 1099 Eligible Vendors, paid with a credit card. I am now having trouble pulling in payments made via Wire transfer. Wire transfers are not a selection in the transaction Type list for Criteria. I thought Wires are considered checks…

I am experiencing duplication too. If my Vendor has 4 addresses, the payment is displayed on the 1099 reports 4 times. I could remove the duplicates by adding a Criteria. I am still auditing my results.

Yes, thank you Michelle. I have been trying to tell our Support team to use email from Case Record tab > Messages > Email button. When they only add one extra email address (most of the time) it's easy just to use the email field so they default to that process. I will use this as a reason they should conform and…

For the 2020 tax year, the Internal Revenue Service (IRS) has introduced the 1099-NEC form for reporting all nonemployee compensation. As part of this introduction, the IRS has also changed or moved fields on the 1099-MISC form. The following SuiteApps for reporting third-party vendor payments have been updated to support…

For the 2020 tax year, the Internal Revenue Service (IRS) has introduced the 1099-NEC form for reporting all nonemployee compensation. As part of this introduction, the IRS has also changed or moved fields on the 1099-MISC form. The following SuiteApps for reporting third-party vendor payments have been updated to support…