Clarisa De Torres-Oracle Blue Diamond

Hi @brocha you're welcome! Per checking, this is currently a system limitation wherein the column header adopts whatever date range is selected on the field. This is logged as an enhancement under #155931 Customizing Reports > Have an ability to remove the auto-generated dates on the Column Header if alternate date is…

Hi @User_FL4CK, per checking, this is currently a system limitation. You can try the workaround documented here: Hope this helps! :)

Hi @User_P2WL6, thank you for your response. May we know if it didn't work on your end and still shows the Subsidiaries even after changing the Column filter? Lastly, if you want to have a detailed walk through with someone via call you can navigate to Support > Go to SuiteAnswers then Contact Support: Hope this helps! :)

Hi @User_P2WL6, thanks for your response. Per checking, if you set the Column footer filter = Subsidiary, it is a normally behavior for the report to show the other Subsidiaries in columns. If you only wanted to have one column for the Subsidiary selected, you can select Column = Total instead so that it would only show…

Hi @Elina Kourouzidou, yes that's right! :)

Hi @Kellyann, can you check if the Customer Credit Limit Includes Orders preference is enabled in your Account (Navigate to Setup > Accounting > Accounting Preferences > General tab) ? If it is enabled, even though the Customer has a 0.00 Overdue Balance, the credit limit is also calculating the Unbilled Orders for the…

Hi @CESARHR, can you confirm if it's not available on all invoices? Per checking, the "Make Standalone Copy" option is designed for non-standalone transactions. A standalone transaction is one that is created from scratch, such as an invoice generated directly via Transactions > Sales > Create Invoices. In contrast, if an…

You're welcome, @Mel H! 😊

Hi @Elina Kourouzidou, were you able to check the comment above? :)

Hi @brocha, per checking, when there are multiple amount columns on the report and Summary = Sum, the report includes even those from previous months which is the current behavior in the system. I tried looking and testing for a workaround and what I did was I added 3 columns: for monthly 2024 for total 2024 for total 2023…

Hi @User_P2WL6, were you able to check the comment above? :)

Hi @Elina Kourouzidou, the process of provisioning OneWorld to an account is done via a Support Case. May we know if you have previously filed a case for this and the provisioning team has confirmed that the account has been successfully upgraded? Based on your attached screenshot of the Billing Information, the Netsuite…

Hi @Mel H, thank you for your response and additional information. Per checking your screenshot, it seems that you only have set it on the Assets row that's why it is still showing the same for others. If you wish the report to be presented like this: You only need to set it on the Assets and Liabilities & Equity rows:…

Hi @brocha, per testing, it seems that the Summary = Sum field on the Current Year is what's causing the report to include and total even the previous months. Can you try leaving it blank: This is how it would look like: Hope this helps! :)

thanks for the update and we're glad it's now working on your end, @User_MO40Z 😊

Hi @Mel H , have you tried customizing the report then changing how each financial row is displayed (ex. Display = Can not Expand): This is how it would look like: Hope this helps! :)

Hi @User_P2WL6, based on my initial understanding, you wanted to show only the consolidated amount of the subsidiaries on the Balance Sheet report? You may do this by just selecting the Consolidated subsidiary under the Subsidiary Context and Column = Total: When you select a consolidated subsidiary on a report, the data…

Hi @brocha, for clarification, may we know what type of Sales report is this? Is this Sales by Item report? Based on my initial understanding, you wanted to remove the monthly presentation of the Current year as shown in report? Can you provide a screenshot of the footer of the report and the Column setup of the Current…

Hi @Vernita were you able to check the comment above? :)

Hi @Araganti Abbaiah, were you able to check the comment above? :)

Hello @User_MO40Z, were you able to check the comment above? Kindly check the Edit Columns and Filters page as well. Thank you!

Hi @Paulina G. for clarification, are you referring to the summary amount on the Advanced PDF? Can you provide screenshots for reference. Kindly cover any confidential information. Thank you!

Hi @User_MO40Z, usually, the "Bank" section should not have the reversed checkbox marked. You can also review the criteria selected for each section to ensure accuracy. Here's how the Bank section looks like on a standard report: Can you also check under the Edit Columns and Filters page if there's anything that's been…

Hi @Vernita, per checking, it appears that when creating tax codes, the system automatically populates the purchase and tax sales account values based on the selection in the Tax Type field. In this case, the Tax Type is set to "GST," which is applicable to both sales and purchase transactions. Consequently, the tax code…

Hi @Vernita per checking, the ability to set a default tax code on expense report is still a system limitation. This feature is currently logged under Enhancement#112667 Transactions > Employees > Enter Expense Reports: Ability to set default tax code. You can go to SuiteIdeas page to vote for the enhancement. Apologies…

Hi @Araganti Abbaiah, have you tried using the Applied To transaction fields… on the Results of the Saved Search? Here's the Criteria and Results I've selected in a Transaction saved search: Hope this helps! :)

Hi @User_MO40Z, can you try checking under the format section of the financial row if reverse sign has been marked? is this what you're pertaining? :)

Hi @User_1ROQ7, were you able to check the comment above? :)

Hi @Miles P, per checking, it is currently a system limitation to show and differentiate if journals were created from Rev Rec, Amortization, etc. Similar concerns were logged under an existing enhancement #199874 Transaction Saved Search >Type is Journal Entry > Ability to use “Source” field under Criteria/Results tab You…

Hi @User_1ROQ7, are you pertaining to the Lock Accounting Period (A/P) task on the period checklist? If yes, you can see the system notes under the Notes tab when you open the task: In here, you'll be able to see who and when the task was completed. Hope this helps! :)