Derek Sachs Green Ribbon

I need this too. did you ever find anything?

I did not do this by entering the formula in a field. I did this via Item Search where there was no criteria, and the only thing under results was Formula (Percent), then set summary type to Maximum, and entered the Formula. I also Sorted by the Formula (percent) and set Internal ID as an Available Filter. I then set the…

I'm assuming the Sales Price is a custom price level you created. I was able to do this by creating an Item field defaulted/sourced from Saved Search results. The Formula(Percent) I used was... ({baseprice} - {pricelevel8})/NULLIF({baseprice},0) {pricelevel8} is the custom price level I named "Sale Price", where the value…

Are there any updates on this? The link mentioned by pcutler doesn't work for me.

Hello, If you are customizing the standard A/R aging summary report, you can add a sorting filter/report component for the "Unpaid Receivable: Amount Due" column, and check descending. You will also have to remove the Customer/Project sorting filter/report component in order for the amounts to sort from greatest to least.…

Suite Answer ID # 21804 has some good example templates and steps to follow when importing Mid-Life Assets. If you are importing new Assets, then just skip the importing of a Depreciation record, and only import an Acquisition record. Asset record template: Aquisition/Depreciation record template

You may need the new permissions for the upgraded fixed asset module. It may be reversing the value of the asset because you don't have the new fam asset values or fam proccess permissions.

Try adding these. FAM Process FAM Asset Values FAM Transaction Field Map FAM - Depreciation Schedule Report Line FAM - Depreciation Schedule Report FAM - Asset Summary Report FAM - Asset Summary Rep Line

The "Other 1" Tax Codes are district Tax Codes which can contain multiple city Tax Codes within. It also falls under the County Tax Code. I like to think of them as Sub Counties.

I'm assuming you are using the Electronic Invoicing SuiteApp. It seems like you may have a similar issue to Suite Answer ID # 42888 - Possible causes of the Error message: could not determine customer compid in RESTlet are: [LIST] [*]Changes in or expiration of password of user whose credential is being used. If the error…

I would do a Saved Search to export a list of the Contacts with address information ect., then import them as Customers (Individuals). I would then export a list of those Customers' Internal IDs and fill out a spreadsheet with all the necessary fields to do a Transaction - Sales Order - Import.

I've created assets through the asset module but when I run the Asset Summary Report the assets are not showing up in the beginning balance or additions. Has anyone else had this problem? Have you created Acquisition or Depreciation records for the Assets you imported? If these records don't show up under the Depreciation…

I tested this on my end by setting the NUMBER OF ROWS IN LISTED SEGMENTS field to 1000, under Home > Set Preferences > General tab. Currently 1000 is the highest value that this field takes. I did notice some strange behavior when sorting the list by Status. When sorting by Status, I was only able to see records that were…

Statistical JE's don't have a memorize button, instead they use Statistical Schedules running Saved Searches. The Statistical Schedule is where you can set the Frequency which is similar to setting a Journal to Memorize. I recommend reviewing the following SuiteAnswers to see how you can setup Auto-Generated Statistical…

Have you tried looking into a Workflow for this. For example, It would be possible to keep the "Make Journal Entries" permission on a Sales Rep role, but create a Workflow with an Action - Return User Error to block the Sales Rep from viewing the Journal Transactions. The only way a restricted User could then see…

Instead of sending the message via "To Be Emailed" checkbox, consider using the "Email" button located near the bottom of the page. This will open a separate window that will have 3 tabs, Recipients, Message, and Attachments. On the Attachments tab you will see a checkbox to Include Transaction, and you can add multiple…

Is the void option not appearing on the invoice? If so, the periods might be closed and you will have to open them back up, then you should be able to void the invoice, and close the related SO.

Here is an idea if your only concerned if they read the check register. Send the the check register via Email Campaign/Marketing Campaign and use the Campaign Response report to see who opened the email. You can even add a requirement for the users to reply to the email after they read it so the report will show if they…

There's an existing enhancement via issue 157601 filed for this. An alternative could be to create a custom column checkbox "drop ship order" and have users check the checkbox when they create the order. This way you can have the checkbox carry over to the item fulfillment and you can quickly uncheck fulfill for any others…

Create or Edit your existing Shipping Label Layout under Customization > Forms > Transaction Form PDF Layouts. On the Custom PDF Layout page, change the Horizontal count field to 3, and change the Vertical Count field to 2. Hope this helps.

On the Item Fulfillment > Packages tab, you should have the option to add another package to the list by adding an amount for weight on the next line. Then navigate to Transactions > Management > Print Checks and Forms > Shipping Label, and you should have the option to check both packages to make two separate shipping…

Template for Regions Bank Postive Pay?

Does anyone have Templates for Regions Bank Positive Pay?