My bet (but not 100%) on the role is: Lists -> Documents and Files?

It is now... I searched SuiteAnswers and did not see a reference to it. Since I had never dealt with Partners before had not seen that in the past. Support was very quick to get back to me last night. Thanks, John

You do not need to specify a location on the item record (or a preferred location). You CAN specify which subsidiaries have access in a similar manner to what you already did.

What record type are you trying to update? I have experienced failures since 2018.2 for Customers/Leads. Fix going in end of week I believe

One thing I do with all my customers is have them set the External ID of items to be equal to the Item Number. Saves time not needing to have to retrieve the Internal ID of an item.

If you only map the PO Internal ID, Line ID and the date it should only update that date field.

Is that a suite app or a bundle? Or are you refering to the Celigo Integrator?

Would turning on Advanced Bin Management work here? You would not need to associate a Bin to an Item ahead of time. Just curious.

Just a thought, Possibly create a Non-Inventory item with a cost of 0 but a quantity of 1 might get you past the error?

Interesting. In the drop down of functions I didn't see NS_Concat. Are there other functions not displayed that are available? Or a listing somewhere? I could have used that many times in the past.

Cloud I sent you message. I can supply a template I use for importing Matrix items through CSV.

No problem. Just understand that if you have the same external ID and date it will create a massive invoice. Nice if you are loading to go live, you only need to manually add a single discount line to net the invoice to zero once created.

Assuming you want to create active, available gift certificates you can import them as line items on a stand alone invoice. What do you mean by "financial transactional info along with it"?

Forgot to say to test with a dummy gift certificate number or 2. Once you create them, if you delete the invoice to retry with changes, may still say that the gift cert is already used.

Just create a CSV with the fields needed to import an Invoice. I use todays date as the external ID (excel "TODAY()" function. For the item you need to specify the GIFTCARD item, quantity of 1, the amount still open and the giftcertificate # you want to generate. On the CSV import template just hardcode the gift…

Not sure of that. Sorry.

You may want to check out the SuiteApp from Celigo called Integrator. They allow CSV import of most any record type that web services can use. There is a "free" version (at least I think it is still free) that you create custom import mappings. All of their connector tools to things like Magento, Amazon, etc, use the…

Sean, Never resolved. When creating a custom record it does allow you to use it in a multi-select through the new Item Custom Field interface but when you try to select it as a matrix option, you get an error that it is an invalid list or you need to edit the custom record to select as matrix. I went into the custom record…

not sure if this will help but we originally had the same issue but only when we opened the files first in excel. We would receive a CSV file with quotes around the chaacter fields. When saved from Excel, the quotes were removed. Now I force quotes around every field and that solved our problem.

Approve may not be enabled but there might still be a workflow. Under System Information is there any indication of an active workflow or one in History on the workflow tabs?

Something to note, The "as of a certain date" piece may be very tricky. Trying to get a report today for, say, December 31 would mean you have to do the join somehow back to the correct Invoice and then payment.

When doing web sales, we found it easier to use Invoices with Payments in place of Cash Sales for this reason. You can apply a Credit Memo to the invoice with the payment = Invoice - Credit Memo.

That just means that if you use Pick/Pack/Ship that the posting date will change when you mark a fulfillment as Shipped. One way to ensure that COGS and Income post on the same day is to have the setting "Update Transaction Date Upon Fulfillment Status Change" to True and then have a WorkFlow automatically create the…

Well, you could have a Custom Field on the PO where you could enter a discount and then use a Script (possibly the new workflow sublist also) to adjust the price to the discounted level.

Greg, Yes, I believe that would do it for you.

My guess (and not in a position to test it) is a) you probably have Invoice before fulfillment turned on and b) When you generate the invoice prior to fulfillment, it is working like a stand alone invoice. If that is the case: 1) Turn off Invoice before fulfillment 2) Fulfill to Packed status and then generate the invoice

Actually if you use the Other Relationships function, there is only one actual record (same internal ID, if you change data in one, it is reflected in the "other")

I have a customer with a similar request and (believe it or not), we ended up using Gift Cards (which we renamed as PreSale Certificate). Accounting loved it and we created and Invoice for the sale of the PreSale Cert

That is correct. I ended up creating a workflow to populate it for new transfers. Unfortunately cannot import CSV to fix our open ones.

I would use your email system and create a distribution list and specify that on the employee record.