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Intelligent Payment Automation version 1.0.3 is now available in the SuiteApp Marketplace. The SuiteApp, powered by BILL, lets you automate payments, manage vendor details, and bank account information within NetSuite. Learn more
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May I confirm if the Billed Column is now on the Purchase Order record after you have enabled the feature?
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Hello @User_QG2Y6 , Glad to have you with us today. Thank you for creating this thread. To get you started, we recommend the following: 1. Update your profile, add a profile picture and preferred username so other members can address you properly moving forward. You can check out Community Tip: Updating Your Profile! on…
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Hello @Nikka Paula Castillo-Oracle , Glad to have you with us today. Thank you for creating this thread. Please allow our gurus to review your concern and perform their initial investigation. We will reach out again if we have updates on this. To other users, feel free join in the discussion as well. To our other members,…
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Thank you, @Biomerics_Admin. May I confirm again that the Custom Segment is appearing in the Income Statement report but it is not displaying any value. Is this correct?
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Good day! Hope you are well. I would just like to follow up on this concern. Can you confirm if the provided solution on my previous comment worked on your end? By marking Yes on the "Did this answer the question?" question, it will tagged this as Accepted Answer. With this, it will also help other members of the community…
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Good day! Hope you are well. I would just like to follow up on this concern. Can you confirm if the Advanced Template is already customized?
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May I ask if the following is enabled on your account? This can be found by navigating to Setup > Enable Features. Please let me know if this is enabled or not. Thank you!
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Hello @Vikas Som, Thank you for your patience on this one. As per investigation, it seems like we need to customize the Advanced PDF/HTML Template for this Grid Template. May I ask if the Template is already customized? Here are some guides that may help: Customizing the Printout using Advanced PDF/HTML Templates ID#63944…
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Hello @MichaelT , Glad to have you with us today. Thank you for creating this thread. Please allow our gurus to review your concern and perform their initial investigation. We will reach out again if we have updates on this. To other users, feel free join in the discussion as well. To our other members, feel free to share…
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Hello @Matan Shachaf, Apologies for the confusion, but are we trying to add a Billed field in the Purchase Order? Purchase Order already has a standard Billed column. May I ask what is our expected output for this one?
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Hello @S. van den Oever , Glad to have you with us today. Thank you for creating this thread. Please allow our gurus to review your concern and perform their initial investigation. We will reach out again if we have updates on this. To other users, feel free join in the discussion as well. To our other members, feel free…
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Hello @Strategit_Shunta4 , Glad to have you with us today. Thank you for creating this thread. Please allow our gurus to review your concern and perform their initial investigation. We will reach out again if we have updates on this. To other users, feel free join in the discussion as well. To our other members, feel free…
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Hello @User_GXMTF , Glad to have you with us today. Thank you for creating this thread. To get you started, we recommend the following: 1. Update your profile, add a profile picture and preferred username so other members can address you properly moving forward. You can check out Community Tip: Updating Your Profile! on…
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Hello @Strategit_Shunta4, Glad to have you with us today. Thank you for creating another thread. ? Kindly allow our gurus to review your concern and perform their initial investigation. We will reach out again if we have updates on this. To other users, feel free join in the discussion as well. To our other members, feel…
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Good day! ? Hope you are well. I would just like to follow up on this concern. Can you confirm if the provided solution on my previous comment worked on your end? By marking Yes on the "Did this answer the question?" question, it will tagged this as Accepted Answer. With this, it will also help other members of the…
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Hello @Biomerics_Admin, I hope you are doing well. Kindly check the following: Make sure that Search/Reporting Access Level is at least set to View by default, or the role accessing the Report have Search/Reporting Access Level to View (Custom Role > Unable To Select Custom Segment on Filter When Viewing Reports), or Make…
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Hello @Strategit_Shunta4, Removing the Email Button in the Reports would work on Custom Roles. To do this, kindly follow the steps below: Navigate to Setup > Users/Roles > Manage Roles > Edit custom role Click Permissions > List Remove Export List Click Save Let us know if you have questions.
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Hello @Strategit_Shunta4, If we click on the Customize button found under System Notes, you can set up your preferred Criteria in the System Notes sublist: The Fields available in System Notes are the Body fields in the Record such as Date and Entry No.
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Thanks for letting us know! Have a great day! ?
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Hello @Asher_123 , Kindly check the SuiteAnswers article below: Actual Date today is not showing using {today} tag on the subject of Scheduled Saved Search ID# 30405 The reason why {today} is not working is because the email contains multiple records and when Summarize Scheduled Emails box is checked. Let me know if you…
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Hello @Strategit_Shunta4 , Glad to have you with us today. Thank you for creating this thread. Please allow our gurus to review your concern and perform their initial investigation. We will reach out again if we have updates on this. To other users, feel free join in the discussion as well. To our other members, feel free…
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Hello @Asher_123, Glad to have you with us today. Thank you for creating this thread. Please allow our gurus to review your concern and perform their initial investigation. We will reach out again if we have updates on this. To other users, feel free join in the discussion as well. To our other members, feel free to share…
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Hello @Rene Balduk, Is this only happening on a single Subsidiary? As per my testing, since we cannot directly source the Currency of the value in the Subsidiary field of the Vendor Bill record, we can set up a condition in the Set Field Value of the Workflow. The Workflow's setup would be like this: For our example, if…
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Hello @Strategit_Shunta4 , Glad to have you with us today. Thank you for creating another thread ? Kindly allow our gurus to check your concern and perform their initial investigation. We will get back to you again if we have updates on this. To other users, feel free join in the discussion as well. To our other members,…
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Hello @filippo.blengini, Greetings. As per my investigation, we cannot automatically create a Sales Order from Project record since Sales Order is not available in the selection for the Create Record action. As a Workaround, I have used the Go To Record action to open the Sales Order record in Edit mode after saving the…
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Hello @Strategit_Shunta4 , I hope you are doing well. Thank you for creating another thread ☺️ Please allow our gurus to review your concern and perform their initial investigation. We will reach out again if we have updates on this. To other users, feel free join in the discussion as well. To our other members, feel free…
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Hello @Strategit_Shunta4, If a Field or a Custom Field is a Rich Type or Long Text field, they will not appear in the System Notes. Having these type of fields to appear in System Notes is still logged under Enhancement#209044. Also, you might wanna uncheck the following preference if it is needed: Navigate to Setup >…
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Hello @Strategit_Shunta4, To summarize the use of System Notes, it tracks the changes inside the record. As per SuiteAnswers: System Notes Overview, A system note for a change on a record captures the date and time when the change was made, who made the change, the interface from which the change was initiated, the type of…
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Hello @iecpradeep_14007, Kindly try this one: Click the Field Default Assign in the Case Record Copy its Field ID Enter the FieldID in the Formula box of the Workflow Action It should look like this Let me know if it worked on your end.
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Hello @Matan Shachaf, Do we have the same configuration of the Custom Field?