Dext3r Bronze Trophy

If you want them to view other subsidiary COAs but no other information from those subsidiaries, I think a saved search would be your best option. But if you need them to also interact with those COA records whilst restricting subsidiary information in other areas that will be an issue. You could otherwise create a new…

Nice, I think I have that then. What you need I believe is a Contact Search with these fields. Customer : Role = Customer Fields… Role Then to upload the changes will likely be a Contact CSV upload.

Ah, ok. But what is the issue here? Do you just see no options for other roles to choose?

This should be in the access section of the customer record, you should see the role here (mine is also a custom customer center just named differently to yours). You could also update this for all your customers by doing a customer CSV update.

Yea, after investigating further I do believe Mark and my initial assumptions were correct and that there is no way to append new selections to these results. I will opt to download the data with a saved search and then reupload it via CSV.

I was able to clear these lines by going to the Purchase Order then the subtab NS WMS From here I could select the WMS Open Tasks and delete them to then receive the missing line items in via the app once more. The process appeared to get stuck because we were trying to apply landed costs to items on this Purchase Order,…

Odd that it specifies SuiteScript. Perhaps there's some script that doesn't know what to do with negative values? I'd start by looking at what Scripts you have deployed on your estimate record. If this is happening when you try to save the record, then it's most likely a User Event type script. Customization > Scripting >…

Typically you can set the list of results you see per list in your preferences, but I believe this is just a hard limit on recent records. I don't imagine you have any way of increasing it. My limit appears to be 99 though, so it's odd to me that you only get 96, unless 96 is what's set in your preferences.

Thanks Niks, I unfortunately don't have time to learn to build this in Analytics, it's always been a huge pain to get anything working correctly in that. I'll leave this for now and may come back to it if the issue arises again. I believe the stakeholder in this has lost interest for now. Sorry about that, do really…

Ah, thanks for the push Pratik, it did help me find the solution I wanted. I ended up customizing the Center like so: Add a new Center Category to the Center > Center Tab of the Center used by the role in question. 2. Add the links for the Center Category 3. Create custom Center Links for any links that aren't provided by…

Thanks for clarifying Angela!

It was the language issue. Frustrating that only after this did I realize that it's actually a custom field and I could have just renamed it across all instances to begin with. 😫 Ah well, worth the learning!

I see, thank you for clarifying that MoonK, really helpful. I am still accepting answers if others have more guidance to add.

I appreciate the push Red, less so the untested AI results. {binonhand} isn't even a field, at least for Item type search. It did at least steer me closer towards the solution, so thank you for that. This, I believe, is the working setup.

Yea, sorry, I see what you mean Niks, but this is returning false results. It's the same as if I were to add * as an item on the item criteria. Instead of it returning just transactions with the 3 shipping items I listed, it will just return all results that have * in them, not just those with only the 3 items I'm looking…

Hi Pratik, hope you're well. Suite Answers appears to be undergoing maintenance at the moment, I'll check those articles later. I did think to check for that report but I couldn't find anything labeled 'smart'. Is there supposed to be a report permission here? 🤔

I'll give it a go. Thanks Niks!

Sounds like it's just not able to match the entity/customer from your CSV to one stored in your records. It would be best if you can share the file you're trying to upload, or at least some of the data if it's sensitive. And also your mapping stage, including weather you're trying to match entity by name, internal or…

Yea, if you want to do it in a workflow - And you just want to prompt the user to select an appropriate account, I would suggest using the 'Show Message' action If you want to set a Default account, I would suggest using the 'Set Field Value' action

You'll want to build a workflow or a script for non-inventory type item records that when the Account is set to the default then an email is sent to the accounting department linking the item record. Or you could use it to just change the account to a different default. Or you could block the item from being sold until an…

Thanks Red. A shame I can't do this via workflow, but I should be able to script this no problem. Appreciate the direction.

I was able to debug this thanks to Red's information by adding ?html to the end of the tracking links that were being generated by the PDF. This revealed: <a href="http://www.dpdlocal.co.uk/service/tracking?consignment=6705614431" <a href="http://www.dpdlocal.co.uk/service/tracking?consignment=6705798623"…

Hi Angela, hope you are well. It is a Transaction type search.

Thank you so much for the award, it feels great to be recognized. Appreciate all you do for organizing this and thank you to the community as a whole. 😊

Oh, it can't be done. It's Safety Stock Level OR Saftey Stock Days, not both. Trying to enter this manually also removes one or the other.

Thank you both for your insights, Permission for Find Transaction was already at full. I did not want to give them Core Admin Permissions. I have solved this with Tigran's solution by correcting it to the following formulas. CASE WHEN {recordtype} IN ('invoice') AND TO_CHAR({trandate}, 'MM') = '01' THEN {amount} ELSE 0 END…

Sorry all, I haven't had the time to continue this project for a while. I'll get back to you when I can. Thank you for all the advice thus far.

Thanks Tigran, but they should be getting the same results as what is returned by the first column, the amount, only separated by month. The fact that they can see those values would suggest to me it isn't a permission issue. I would have thought I would also have this issue when I use the same role as them, yet I can…

What I've done in the past is create a custom record to store the body of the request from HubSpot. It should only take a moment to create. Then process that custom record with another script to update your invoice. You'll likely always run into issues otherwise as you build more customizations, workflows and such on your…

I was missing a package somehow. After running the following in the terminal, my project is now deploying properly. npm install --save-dev @oracle /suitecloud-unit-testing