HI @Joy Noreen Magoling-Oracle We did the levels manually and it is working out for what we needed to do. Thanks!

We are going with 1% increments in the 10-35 range and it is working perfectly for our needs. Thank you all for the input!

@Tigran Shahnazaryan I believe the main reason is that when we update the base price (for example, a vendor has a price increase) - the custom price does not reflect that. Only levels update automatically.

@Tigran Shahnazaryan Thanks for the quick response. I am most likely going the manual entry route. I wanted to be extra certain this will work for our needs. Have you heard of others doing price levels this way? Any possible negative implications, or should I just go for it? :)

@Tigran Shahnazaryan Yes - that is exactly what we are wanting to do.

Thanks. I just wanted to see if there may be a better way to manage price levels at the customer level. I do know we'd have to manually enter each of these, but wondering if anyone else has found a better solution?

Is there an answer for this? To import price levels via csv to accounting>lists>price levels?

Still testing... I'm not sure if we'll need to do 2 imports vs just one. I will update when we have that info. Thanks!

I'd also like an answer for this. Ideally, we'd want to use one file to import. The customer record already does exist, so we just need to import sales orders for that customer. My question is how do you assign an interal id for the SO if it is new? That would be how to get the items tied to said SO, correct? An example of…

I have not yet... but I will reopen this thread if I do. Thank you!

Waiting to hear back from our team. I already do know how to customize emails. I guess my main question is why our cost for items is being pulled over to customer-facing emails - rather than what is entered as the customer cost on Sales Orders.

I was able to get the invoices to map - the reason the posting period was not available to map for invoice was because the "posting period" screen field was hidden on the invoice transaction/entry form. After I added the field to the form, the mapping field was available on the csv import, Just in case anyone else runs…

That is what I did, but for example - Sales Orders or Invoice do not have the option to map posting period.

Thanks for your help - this didn't really solve the issue, but I appreciate the input and fast responses.

My issue is that we have both of those settings in place (as mentioned) - but the only time there is an issue with approval is when a PO is closed and reopened.

The automatically notify supervisors box is already checked. And the Supervisor approval field on the custom transaction form is defaulted to "checked". Is there a way to confirm that the supervisor is actually getting notified that an approval is needed? From what you stated, the supervisor should be getting…

Would that workaround affect all Purchase Orders (not only closed/re-opened)? If that's the case, I would not want to do that - since all other instances of Purchase Orders are not requiring supervisor approval.

Yes - there is a supervisor assigned on the employee record. What would be the best way to handle this? Remove the supervisor? I am not sure if we would be able to do that as that affects other processes. Should the supervisor be getting notifications that approval is needed? I do not believe the supervisor is currently…

It now suddenly started working again without any errors. I am not sure what happened, as I've never seen that error message before.

So this email is legit? mail16@msi.biglobe.ne.jp biglobe is a huge scam email domain.

@User_PG0VI Unfortunately, no. We ended up exporting the data daily and using excel to re-create the pivot report. It's a shame because the pivot report was working great up until the last NS update.

Clicking "Run Report" now gives a blank screen...

We have tried to re-create it multiple times... same issue.

I do not see a New Sublist Group button?

Can you elaborate on creating the sublist group for items? I'm assuming that would need to be done before creating the workflow?

Sure! We basically need a list view of invoices for a specific customer. There are 4 custom check box fields on this list with direct/inline editing capabilities. When all 4 of those checkboxes are checked on the transaction, it is removed from the list. The issue I am having is that the transactions are being removed from…

And I did verify that DS items are still being printed on the picking ticket.

Is there a way to omit Drop Ship items from the fulfillment created from the SO? I think that would solve our problem.

@Jack Daryl O Espiel-Oracle Thank you for the response. I had to create a transaction based saved search to use in the workflow. I am testing today, but it seem to be functioning properly now.

@Jeff Pineda-Oracle You did a fantastic job with answering all of my questions and concerns. I very much appreciate your attention and diligence!