Nickey Blue Ribbon

@Clarisa De Torres-Oracle you said we may need to complete the tasks, I thought it was mandatory to complete the checklist to close the period again…is it not?

@Clarisa De Torres-Oracle is there any reason we wouldn't want to turn on multi-calendar now, is there any downside to doing so?

@Clarisa De Torres-Oracle I'm not clear on what you mean by avoid back dating…that's why we need to open the closed period, why else would you open it? We need to open April 2025 and make a journal entry on April 27, 2025. Also, what cost recalculation are you referring to?

@Clarisa De Torres-Oracle thank you, we do not have multi calendar enabled…is that something we an enable at anytime or is there any reason not to?

We need to open our last fiscal year to do some journal entries, do you have any tips or things to look out for when doing so to ensure we do not impact anything unintentionally?

@Clarisa De Torres-Oracle Do you have any tips or things to watch out for when changing a fiscal year? We were Aug - July and need to update to Jan - Dec

@Tigran Shahnazaryan can you elaborate on that please? remove what exactly and achieve those how via workflow?

@Red Velasco-Oracle that's annoying, you think they'd make it only available if you've chosen to create a new record in that case.

@Red Velasco-Oracle if updating a record by using 'Go To Record' is not possible then what's the purpose of this section?

@Red Velasco-Oracle does that mean it's not possible to update using go to record then? Other triggers don't even take me to the record…

@Jam Amper-Oracle specifically what additional transactions or actions are captured by unchecking 'log system notes on updates only'?

Thank you for your answer regarding the linked PO and WO, the work around that we've been using is to put the work order back to a planned status after the item is received which puts it into available inventory…the demand remains on the work order but the item is never issued (we use WIP) so it ends up ok from a cost…

With the consignment location your referring to, won't the system still consider the inventory stored there as available? Is it possible to have a bin or location that is not "looked at" as part of what is available inventory?

I haven't participated in one of these before, is it all via the comments here or is there a link that we join in to discuss?

What is the recommended way to break the link between a purchase order and a work order? We often issue PO's for items from a work order but in some cases things change and the item ordered is no longer required however we will still be receiving it…in this scenario we need to disassociate the item from the work order so…

Good Morning @Red Velasco-Oracle As Aslam indicates above without the project ID selected and 'open in edit mode' unchecked it creates a new record.

there is no set field value action, the detail is within the go to record action at the bottom as shown here…

I just realized that while it does populate that freeform text field as illustrated above it doesn't save it…once you navigate away from the project that field is back to blank.

@Red Velasco-Oracle "Job" is not an option workflow history from the custom record… nothing showing on the project itself.

Hi @Red Velasco-Oracle Could you please elaborate on that…the trigger needs to come from the proposal (our custom record), my thought was a button click…how would I link that to a different workflow specific to the project? Also, why is the freeform text updating as expected but not the status with the way I have it setup…

Hi @Red Velasco-Oracle I don't understand how I could use 'set field value' before going to the record…the workflow is for a custom record and it goes to the project. The record I'm trying to update the field from is a custom record, I'm then using the 'go to record' action to navigate to the project once a button is…

@Angelica Mae Segador-Oracle I was going to earlier actually but I don't seem to have the yes/no options in this thread…?

@Angelica Mae Segador-Oracle I was able to get this to work using {user.entityid} rather then the custom field, this works now. Thank you, Nickey

@Angelica Mae Segador-Oracle I get an error saying the formula contains an unrecognized field which I'm assuming is {job.custentity_atlas_svcs_mm_projectmngr}…what field is that supposed to represent? Thanks, Nickey

@Camille Cagalingan-Oracle was this ever resolved? I have the same issue, I'd like to default a search to show where project manager = 'Mine'. Thank you, Nickey

Found the reason - our FX variance account was not populated and it seems as though even if the variance your trying to post is not FX related that field needs to be populated on the item. I've done a CSV to update this account on all items and were good now.

@Patrick Fresnosa-Oracle I did see that and tried it with no success…the issue remains.

Good Morning @Patrick Fresnosa-Oracle Yes, I am referring to Post Vendor Bill Variances however I don't think the period has any relevance, we want to post them in the current period. Our issue is that bills were posted in 2022 for example and we only added the variance accounts this summer, now when we try to post the…

@Geraldine Antonette Hermoso-Oracle Yes, the employee gets 40 hours no matter when the probation is complete and then that renews each January moving forward…no carry over, no pay out, 40 hours a year.

Good Morning Were creating $0 bills and then using the vendor bill variance to clear out accrued purchases. Thanks all for the suggestions