Elychelle Gulen-Oracle · RPM - OTC/P2P · Blue Diamond

Hi @User_I4Z2V, Upon checking, this may be possible with further customization. We will coordinate this concern with our SuiteBuilder Team and we will update once we have more information. Thank you! 😊

Hi, Let us know if you were able to check this. Thank you! 😊

Hi @User_AS3QZ, Let us know if you were able to check this. Thank you! 😊

You’re welcome, @User_3LGPD! 😊

Hi @Chris E Davis, Glad to have you with us today. Thank you for creating this thread. 😊 Hi, Everyone! You are welcome to join the conversation and share your insights.

Hi @User_AS3QZ, Good day! Hope you are doing well. 😊 Here are the steps for you to create a Saved Search to show customers, open AR, credit limit, and credit excess. 1. Navigate to Reports > Saved Searches > All Saved Searches > New 2. Select Customer 3. Under Results tab > Columns subtab > Add these Fields: Field | Custom…

Apologies as I have overlooked the concern. To import Invoices with Item Group, it is not possible to do with one CSV file. You need to use two CSV imports: one CSV import to create an Invoice with the item group and then another CSV import to update the prices on the newly created Invoices. This is an example of the Field…

Hi @User_3LGPD, Good day! Hope you are doing well. 😊 Please be advised that an open customer balance can also be written-off using the Accept Customer Payments page without creating a separate journal entry. This is documented in SuiteAnswers ID 22242, you may refer to the article for more information. I hope this…

Hi @User_2LD8N, Good day! Hope you are doing well. 😊 You can enter an inventory adjustment to correct negative inventory. You have the option to create a positive inventory adjustment to increase the quantity and remove the negative inventory. You may refer to SuiteAnswers 28057 Reviewing Negative Inventory for more…

Hi @nir.levy, Good day! Hope you are doing well. 😊 You may refer to SuiteAnswers ID 33790 CSV Import > Map Components to Import New Item Groups for more information. Please note to only import 1-3 records for CSV testing purposes. I hope this helps! 😊 =========================== If you find this reply to your question as…

Apologies as we have missed checking on your response on this, @James Here. Upon further testing and checking, SuiteApprovals enables you to set up employee and general amount limits to determine if a transaction record requires approval. You can choose to route records through hierarchical approval or custom approval,…

Hi @Bee Yook, Good day! Hope you are doing well. 😊 Upon checking the screenshots, the 86.35 in GL code 140005 : Inventory Finished Goods is from Location B that was rounded off. As mentioned before, gain/loss value is generated based on the difference between the transfer price and standard cost at the source location. It…

You're welcome, @Mega-Tech! 😊 I agree, it may be quite confusing. I think because Company is more of a general term, hence, it can source more Record types, however, only specific fields can be added. Feel free to update or post in the Community if you have more questions. Thank you! 😊

Thank you for your insights, @Angela Bayliss! 😊 Hi @Elizabeth Vance, Good day! Hope you are doing well. 😊 Upon checking, it is best to store the 1099 address as the billing address. I have found related Enhancement 325045 List > Relationships > Vendor > Add/Edit > Address Tab > Aside from Shipping and Billing add For 1099…

Hi @Mega-Tech, Based on your screenshot, it is a Company Saved Search. I have the same behavior wherein the Terms and Tax fields are not available in a Company Saved Search. Please be advised a Company Saved Search is different from a Customer Saved Search. Based on SuiteAnswers ID 42178, a Company Saved Search shows all…

Thank you for your response, @Mega-Tech! 😊 Upon checking the Customer Saved Search, the Terms field is available but it will show the Terms selected on the Customer Record. If you add the Transaction : Terms field, it will pull out all the Customer's transactions and the Term selected. What you can do is group the fields…

Hi @Mega-Tech, Good day! Hope you are doing well. 😊 I made some testing on my end and when I created a Transaction Saved Search, the Terms field is available. Kindly confirm what Saved Search type you are using and please provide the Saved Search Criteria and Results so we can further check. Thank you! 😊

Tagging our other members if they have insights on this. @JohnCirocco @Tigran Shahnazaryan @Angela Bayliss @R. Dieka Pribadi G. E., @John Griffin @RS_RS Please don't hesitate to share your knowledge and experiences to help them out. Your input is highly valued and appreciated! 😊

Thank you for the update, @esabis! 😊 Apologies for the confusion. We will reach out to the SuiteAnswers team to check on this. You may also leave feedback on the SuiteAnswers article on the "Was this article helpful?" at the bottom of the page. Thank you! 😊

Appreciate the update, Richard. Glad it is now resolved. 😊

Hi @esabis, Let us know if you were able to check this. Thank you! 😊

Thank you for your insights, @Tigran Shahnazaryan! 😊 Hi @esabis, Good day! Hope you are doing well. ☺️ Kindly confirm if you are using One World. If yes, the SuiteAnswers article resolution will not work for you. Please be advised that it is not possible to add Quantity On Hand via CSV Import or UI. You have to create an…

Thank you for providing more information, @RichardMc! 😊 Upon checking the screenshots, the Due Date in the Invoice is 12/07/2023. Please be advised that the Days Overdue is calculated based on the Due Date. If you would like the Days Overdue to calculate correctly, you also have to update the Due Date field. I have made…

Hi @User_V39TI, Good day! Hope you are doing well. 😊 Upon checking and testing on my end, currently, it is not possible to customize the Planned Purchase Order and Component Where Used Inquiry pages to add the Item Description and Unit. To request or vote for product enhancement, please use SuiteIdeas page. You may also…

Hi @RichardMc, Good day! Hope you are doing well. 😊 Kindly provide screenshots of the related Invoice and the Saved Search Criteria and Results so we can further check. Just please note to hide any sensitive information. Thank you! 😊

Hi @User_7NEDX, Let us know if you were able to check this. Thank you! 😊

Hi @User_Q1DPO, Glad to have you with us today. Thank you for creating this thread. 😊 Hello, everyone! We warmly invite you to join the conversation and share your valuable insights with us. 😊

Hi @Vernita, Thanks for posting your concern here! 😊 Hi, Everyone! You are welcome to join the conversation and share your insights. 😊

Hi @Vernita, Good day! Hope you are doing well. 😊 Apologies for the late revert. I did some testing on our end, and I was able to reproduce the same outcome. Upon further checking, it is the standard behavior of the Order Allocation Strategy. It is also noted under the Order Allocation Strategy > Inventory Options that…

Hi @User_7NEDX, Good day! Hope you are doing well. 😊 Upon checking, the ability to generate a Vendor Statement is a system limitation logged under Enhancement 51624 Transactions>(Purchases/Vendors)- add a Generate Statements functions so you can view a Vendor Statement that shows the current state of your AP against that…