Judith Culanding-Oracle Bronze Crown

Hi @HWCA-Treasurer, Are you trying to create Invoices from Expense report or Vendor Bill record or you are trying to create standalone Invoices? The navigation you showed for Invoice Billable Members is the navigation when creating Invoices from Items, Time or Expenses which is only possible if you enabled Bill Cost to…

Greetings, everyone! We have a fellow member, @User_IJB6M, who could use our assistance. Please don't hesitate to share your knowledge and best practices to help them out. Your input is highly valued and appreciated! In the meantime, you might be interested in participating in our Pop Quiz . You only have until April 30,…

Hi @HWCA-Treasurer, Can you confirm and send screenshots of the transactions where the Billable checkbox is marked for the items? If you are trying to Bill Costs to Customers, used Invoice Billable Member's page. While if you are trying to bill regular non-billable items, you can process the Orders via Invoice Sales…

Hi @User_LC1BW, Just checking in if you were to see the previous comments. Let us know also your confirmation regarding the additional question.

Hi @emcee_uk, A gentle follow up on the needed details. Thanks

Hi @User_LC1BW, You can use the Parent-Child Relationship, however, a child customer can only be linked to one Parent Customer. See article Creating a Parent-Child Relationship. In transaction records, you only need to linked the related party but transactions of ABCs will not involved transactions for XYZ and WDT? For…

Hi @emcee_uk, Kindly send the steps to reproduce and the actual results, send also the screenshot of the record. Make sure to remove all confidential data. Thanks!

Hi @User_LWEMD, Per checking, the desired result is not possible because you are using a One Time item type. One Time items are supposedly billed once during the Subscription I tested a few setup but it is also not possible in Recurring Item type. The 50% total amount to be invoice automatically is only possible if the…

Hi @HWCA-Treasurer, Can you remove the Bill Date From and To to check if records will appear? Kindly confirm also the navigation for Invoice Members page.

Hi @User_LC1BW, Can you explain further your concern and the expected result? Thank you!

Greetings, everyone! We have a fellow member, @Marie4455, who could use our assistance. Please don't hesitate to share your knowledge and best practices to help them out. Your input is highly valued and appreciated! In the meantime, you might be interested in participating in our Weekly Quiz. You only have until April 24,…

Hi @User_URM5D, Kindly provide the needed details below: Is there any changes in the Custom Form or the Payment Processing Profile? Can you confirm if the Credit Card Approved and Charge CC checkbox are both visible on the Cash Sale form? Try setting the Custom Form to Standard Customer Payment and see if the behavior is…

Hi @User_RM0BQ, Just checking in if you were to see the previous comments. Let us know if you need clarifications. Thanks! We would greatly appreciate if you can click "Yes" on “Did this answer the question?” below the comment/s that helped in your concern. Doing so will help other community members who might have the same…

Hi @Eklon Eleuterio, As mentioned by MJ the feature you needed is not yet available. You can go to SuiteIdeas page to create a SuiteIdea for this. We apologize for any inconvenience this limitation may be causing you.

Hi @User_LWEMD, The screenshots cannot be viewed, can you please resend the 2 snapshots? Kindly confirm also if the specifics mentioned above are the desired outcome or the issue encountered?

Hi @Elizabeth Vance , Per checking, this is currently a system limitation. There is already a filed Enhancement for the same request which is the 800146 Purchase Order > Add Multiple > Ability to automatically use the Main Line Location on Item Line Location when Items are added thru Add Multiple. The documented…

Hi @Rachel_A Is this a Special Order? Since there is a Created PO attached to the SO item lines? Please send us also the Matrix tab of the Item record for both the Matrix Item and Sub Item .

Hi @User_URM5D, Is there any changes in the Custom Form or the Payment Processing Profile? Can you confirm if the Credit Card Approved and Charge CC checkbox are both visible on the Cash Sale form? Try setting the Custom Form to Standard Customer Payment and see if the behavior is the same.

Hi @User_RM0BQ, I consulted to our Customization team who are the experts in Workflows and this is what they said: The Primary Contact field is visible on the Customer form, but it’s not available as a joinable record or accessible in workflow condition logic like a typical custom or standard field. It’s also not exposed…

Hi @Rachel_A I consulted to SCM team and they also can't reproduce the same issue on their end. Can you confirm if the PO is a Dropship?

みなさん、時間です！ 正しい解答とその説明については、次の詳細を参照してください。 説明: 注文書レコードに「預入を作成」ボタンが表示されない場合、理由は次のいずれかの可能性があります。 1. 注文書のステータスは「取消済」、「終了済」または「請求済」です。 2. 「注文書フォーム」が「標準注文書タイプ」で、「支払方法」フィールドが空白ではありません。 3. 注文書フォームは現金売上タイプです。 4. 「注文書」フォームは、「預入の作成」ボタンが表示されないようにカスタマイズされています。 記事21653 Create Deposit Button is not available on the Sales Order…

O tempo está acontecendo, pessoal! Veja os detalhes abaixo para obter a resposta correta e sua explicação: Resposta correta: VERDADEIRO Explicação: Se o botão Criar depósito não estiver visível no registro do Pedido de Vendas, o motivo pode ser um dos seguintes: O status do Pedido de Vendas está Cancelado, Fechado ou…

¡Se acabó el tiempo! La respuesta correcta y su explicación figuran a continuación: Respuesta correcta: VERDADERO Explicación: Si el botón Crear depósito no está visible en el registro de Orden de ventas, el motivo debe ser uno de los siguientes: 1. El estado de la orden de venta es Cancelado, Cerrado o Facturado. 2. El…

Time's up, everyone! Kindly see details below for the correct answer and its explanation: Correct Answer: TRUE If the Create Deposit button is not visible on the Sales Order record, the reason must be one of the following: 1. The status of the Sales Order is Cancelled, Closed or Billed. 2. The Sales Order Form is of the…

Hi @Rachel_A Thank you for this. I will test this further and will let you know of the results.

Hi @Rachel_A I have recreated the report on my end and created sample transactions with Matrix items but the items do appear on my Dataset. Can you can send us the screenshots of the sample Sales Order and the Item record for further checking, note to remove confidential data.

HI @User_Z3A0R, Dunning Email Queue will list all qualified Invoices for sending for customers if the Dunning Level was updated. Note that if the Dunning level of the Customer is at maximum level or the last level, it will not be updated anymore and will not create any Dunning Email to be queued. This issue is related to…

Hi @Rachel_A Can you open the sample Orders and verify what type of Items are added and what is the set Income Account from the Item record?

Hi @User_URM5D, A gentle follow up on your answer to the following questions: Can I confirm if this is happening for only for Cash Sale record? Is the checkmark defaulting to Credit Card Approved? Is there any changes in the Custom Form or the Payment Processing Profile?

Hi @ShaunH, Just checking in if you were to see the previous comments. Let us know if you need clarifications. Thanks! We would greatly appreciate if you can click "Yes" on “Did this answer the question?” below the comment/s that helped in your concern. Doing so will help other community members who might have the same…