Hey @User_K51C7, I noticed from your screenshot that the Voiding Journal is "Pending Approval", which might be indicative of the cause of the issue. Did you approve the original transaction before voiding it? Can you approve the Journal and see if you can now edit the period? Thank you.

Hey @Marie4455, You can't edit the default Location filter. The workaround is to choose the Location Name from the related Join. That way, you can enter the Location name (you can use the wildcard % with the keyword) as a text and press "Tab" to filter the results:

Hey @Sivasubramaniam, Each Expense Category is mapped to a GL Account. You can't assign multiple Expense Categories to an Expense Code, as it would mean a single expense (e.g., $100 Restaurant charge) would need to be distributed to multiple GL accounts. If you need to allocate an expense to multiple GL accounts, you can…

Hey @Wee Ming, Won't the "Parent Customer/Project = Not Empty" exclude customers with nothing populated in the "Parent Customer/Project" field? Many customers may not have an assigned "Parent Customer" and might get excluded from the report. Thanks.

Hey @User_KAGURA, To achieve that, you need to: Create a "Parent Customer" checkbox on the customer record Mark the checkbox for all parent customers (you can automate this via Workflow, Mass Update, etc.) Customize the A/R Aging report, and add a filter "Parent Customer' = "False".

Hey @User_GANMT, Do you use Default Routings for your Work Orders? The MRP engine considers the default routing and associated work calendar for scheduling purposes when Default Routings are used.

Hey @User_2Z9EN, You can achieve this via Scheduled Workflow and a custom "Sales Rep" field on the Task record: Create a custom "Sales Rep" field on the Task that will show the current Sales Rep on the related Quote. Create a Scheduled Workflow to run on the Task record every 30 minutes / daily and set the "Assigned To"…

We have complete flexibility and will define criteria when building the script. Once the logic is in place, the script will run in the background and source the correct Item for every time entry.

It makes sense to enable the "Combine Time Items on Invoices." Questions: When the invoice is generated, can you add the department and see if the RA is created correctly? Do you have the "Make Departments Mandatory" enabled in the Accounting Preferences? Did you create the invoice based on Time Entry Charges via "Invoice…

Yes, the process update makes sense. This is possible even for a list field; I do this regularly. If you want to update a list field value via scheduled workflow, the "source" non-stored field should contain the field's Internal ID, not the Field Name.

Hey @Gert Van Damme, I did that via scripting for several customers. Workflows don't work well with Time Entry records, so I prefer scripting for these use cases.

Hey @Floortje Hoogstede, I assume you generated an approved T&M invoice but don't see the related Revenue Arrangement. Do you see any Errors if you run the process on the "Update Revenue Arrangements and Revenue Plans" page? If so, can you click the "Complete" hyperlink and tell me what the error message says? Thanks.

Thanks for the additional information. Try the following: Change the emailing to "Scheduled". See if that sends all three emails. Consider sending the alerts via Workflow instead of an email alert. The workflow emailing is much more flexible and reliable, and I am gradually switching to workflows for all alerts. An added…

I built alerts that sent 100+ emails to the "recipient from results" (e.g., for a company that had 900 employees, and the criteria matched 180 employees). What do you see when you enter the Project Resource as a "Result"? Do you see both test employees?

Sure: Create a custom non-stored field that shows PO Creator via Saved Search. In the Saved Search, use "Maximum" to show only one PO Creator. In some cases (i.e., the to-be-updated field is a list value), you would need this field to show the Internal ID of the record, as sometimes workflow won't "recognize" the 'Name".…

You can do that via scheduled Workflow. For the Saved Search's Summary Criteria, choose "Maximum" so that only one of the three creators will be populated. If you want to show a specific creator, you should be able to do that via a formula (e.g., MAX(CASE WHEN ****).

Hey @ONO4, Can you share some screenshots? I am unclear whether you are trying to sort a Custom List's or a Custom Record List's values.

The Sandbox isn't the best place to test email notifications, as the emailing is restricted by design (i.e., not to send test/multiple emails to users or customers). The actual email should be sent to all "Recipients from Results". You can test that in Production by: Creating a test project filtering the Saved Search to…

Hey @Glenn Van Doren, You have to check the "Send on Update" checkbox for the alert to be sent:

Thank you, Team!

I see what you mean, @HC22, Can you try setting "Own, subordinate, and unassigned" and see if that changes anything? As a workaround, you can also set up a daily email notification to send the list of Supervisor's customers to subordinates. Another option would be to allow viewing of all customers and then create a…

Hey @User_ETZRS, When you created the custom view, did you make it public? If, after making it "public," users still can't see it, add the following permissions to their roles: Custom Sublist = View Custom Sublists = View Custom Subtabs = View

Hey @HC22, The "Territories" and Custom Fields don't impact role access. When the role is set to "Own and subordinates only", the users are granted access to records belonging to their supervisor hierarchy. Are you saying that with the set preference, users can't see their supervisor's customers? If so, can you provide…

Hey @Puja Ghosh, The SuiteSuccess team tests the bundles multiple times before releasing them, so I would be surprised if that is a defect. Can you check if all standard roles are active? Sometimes, when standard roles are inactivated, bundles don't install properly as they are trying to access standard roles and can't.

Hey @MHS Crane, The best practice is to set up one customer with multiple Ship To Addresses. To facilitate reporting, you can create a custom "Branch" field and tag Ship To addresses and Contacts.

Hey @User_KY495, You can do that by choosing the Item join and select "Name = Does Not Start With":

Hey @Lauren Rosen, There is a SuiteApp called "Effective Date Pricing" that should help with that.

You can do that with a Transaction Saved Search with the following criteria: It would be best to schedule it to send weekly emails with the previous week's results, so you have all the required historical records.

Hey @Lauren Rosen, I helped to design the NetSuite Standalone ARM module and my response is biased. @Angela Bayliss is correct - it can be a nightmare if it is not configured correctly and users aren't properly trained. This applies to any advanced tool. If it is configured properly, it should make your work significantly…

Charge-based Billing supports any recurring billing patterns. For Charge-based projects, the billing frequency is defined by Billing Rule, not the Billing Schedule: