Emil T. Silver Medal

Thank you so much team! :-)

Hi Kedalene, Yup. It will be displayed under the related records or history tab of the invoice. It will be under Payments portion. Thanks! Best regards, Emil

Hi @Kedalene Good day! If you are not familiar with the workflows, maybe you are familiar with saved searches? You can create a saved search and tick it as reminder so that you can pull it in the reminders portlet. Hope it can help. Thanks! Best regards, Emil

Hi @Kedalene Good day! For prepaid expenses created in Bill or JE, usually we use the amortization options so that the system will automatically record the amortization of the prepayment to expenses and close the related asset. As you can see there is a column in JE or Bill that has a schedule on it. You will assign the…

Hi Kedalene, I see. With regards to prepayments or prepaid expenses, there are options that we can use if we can have some examples on your concern. And yup, better post another one so that others can easily identify the concern and give feedback. Thank you! Best regards, Emil

Hi Kedalene, Can you provide some example involving your Manuel JEs and the corresponding BS Account you will offset? In our company we offset the AR and AP of an entity that are both Customer and Vendor. So what we did is create a Manual JE first to record the entry Debit AP Credit AR and tagging the customer and vendor…

Hi @Kedalene Good day! I use that offsetting accept payment transaction for almost 5 years now and the result is really no transaction recorded as Accept Customer Payment, instead it bridges the two related transactions tagged on the entry you made on customer payment. Hope this helps. Thanks! Best regards, Emil

Hi @Gary Robbins Good day! I also have the same scenario before due to set up of some open AR. But the only solution I have come across is to Create a Customer Payment tagging both the Journals. It is okay if the value will be total zero and you can assign any cash account. The resulting accept payment transaction upon…

Hi @Estee Good day! Did you try logging in your account to other computers and used the roles that can other can edit? And if it is okay using other computers or laptops then maybe just need to clear browsing history on your computer to refresh the memory for that browser? Because it seems the problem is not a natural…

Hi @Kristoffer Viray-Oracle Thank you for your suggestion. Anyway, can you show an example on how to add a column in this portion. Also the item column, to limit what can be seen on that item column? Thank you again! Best regards, Emil

Hi @User_6YI1X Good day! Maybe try to remove some fields on the result which could trigger some repetitions. Try removing the fields 'Item:Description' and 'Item:Vendor Code, then replace the 'Vendor:Name' by 'Mainline Name'. Then check again. If still have multiple then try to leave just the Document Number, Mainline…

Hi @Strategit_Shunta4 Good day! I tried to check also on the report but it seems the gross amount is not captured. Can you try creating a custom column field that will copy the tax rate. Then check if the field will be available in report. Pull that rate then create a formula column to multiple the amount to the custom…

Hi @User_VAYT1 Good day! Can you check the workflow settings? For the event of the workflow since this is an approval workflow, maybe set to create only as image below. Then try again if the same scenario will happen for the button. Hope this helps. Thanks! Best regards, Emil

Hi @User_2I30C Good day! Sorry about the problem with the internal ID. The Internal ID that will be shown in that saved search I suggested is internal ID of the Inventory Item and not of the BIN. I am still looking for solutions for that one, but maybe for the time being as a band aid solution while other members of the…

Hi @Paul Salkeld, Good day! When I checked the standard form of the SO, it seems when you tick both billing schedule, the billing schedule will only show on the lines. If you untick in the sublist, then it will appear on the billing tab. So it seems you really need to create 2 separate custom form. And label it properly…

Hi @Paul Salkeld, If it is okay, can we see the screenshot of the workflow? From the main page to the actions? Thank you!

Hi @Vernita, Good day! As you can see on the left side there is a view filter there which default was selected. As per my experience you can customize the view and there assign the results and filters you will apply. Also further clicking the buton more options during customizing view will give you like saved search form…

Hi @Paul Salkeld, Good day! About the field billing schedule, is the field in the lines and the one on the body field the same? Or different fields? Just for clarification. Because if it is not the same then maybe you can create a workflow to hide and show those fields. So if they are not the same, much easier to create in…

Hi @Dallas H, Good thing it worked, maybe the update need something else for the mapping. Anyway, usually for the Account since you are doing vendor bill, it seems it is asking for the AP Account? Did you check those vendors if you have assigned a default AP account? But it seems from your file you assigned the account…

@Benjamin Paul - USA Sorry, still cannot picture out what you want to happen about it. Anyway, this is an example of the Phantom Assembly suggested by the guru above. As you can see the FG item has 4 part components, and the Materials for those parts were called out on the Work Order. Is this what you mean? Please see…

Hi @User_2I30C, Good day! With regard to BIN saved search, I have created this BIN report for our company and so far did not see any duplication of lines. Please see criteria and result tab below. Hope this helps. Thank you! Best regards, Emil

@Benjamin Paul - USA Sorry, I mean can you further elaborate and give example scenario on what you mean about the calling out. Like if you can site sample w/o and items that needs to be called out or as you say that it will not decrease in stock? On your first image you also boxed in the committed and used in built column.…

Hi @Benjamin Paul - USA, Good day! Can you site an example for your request? Maybe like FG A, then RM 1, RM 2 or WIP 1 or WIP 2 for the details. Can you site an example so that we can provide our insights about this? Thank you! Best regards, Emil

Hi @Dallas H, Good day! As per checking your file, if you noticed on the external ID field, those with the same external ID were not lined up consecutively, thus resulting the system to finish creating the transaction record when it detects another external ID. For example the first two lines external ID is 5769 then the…

Hi @User_RPUL1 Good day! For our company, what we do for that is two options (whether it will have PO or direct Bill): Create service type item and make it uncheck for "can be received/fulfilled" if not for receiving and will be used in PO Direct input the Account Name under the expenses tab (if you use account name in PO,…

Hi @filippo.blengini, Let me clarifiy, so for example in a Purchase Order Scenario. Role 1 - Warehouse Staff- could see and use Custom Form 1 - quantity only without price Role 2 - Purchasing Staff- could see and use Custom Form 2 - quantity with price So meaning the forms even if the one who created the PO is Purchasing…

Hi @Armando, Good day! I am not sure if this will help you with your concern but here are my thoughts. If you want to have 12 month period report, first need to go to Filter then on the period, make the date not as of but inclusive so that you can set a period range as shown below in the picture. Then on the report page,…

Hi @filippo.blengini Good day! Since it will have different user role, why not assigned the form on the role record? It is much easier and will not need workflow or script. Is my understanding correct that 1 form to be shown only to one role? Not showing 2 forms for one role and automatic choosing one default form? Please…

Hi @Strategit_Shunta4, Good day. Did you try to edit the filter on the report and select the filter for inactive? Please refer to image below. Best regards, Emil

Hi @KNason76, I also have the same dilemma before. What I did was create a custom body field (decimal number format), then apply to the form. After that I created a workflow for the transaction for getting the value from the wo quantity. So I added the action set field value, during entry, then on the formula, put the…