User_BCKYD Red Ribbon

No worries. We will pursue other solution options. Thanks for your help, anyway!

Below is when im logged in as Employee role. It behaves the same; the territory doesnt auto populate at the line item level. I also tried saving the expense report and it doesnt auto populate.

Hmm ok. I just tried entering a new expense report but the line item territory field still doesnt auto populate. I have to select the territory from the drop down. Is there a setting at the segment level im missing?

YEs, it is a custom segment. You're saying the Territory should populate at the line item level? Thanks,

Not sure, if you cant see them i would presume they are custom fields. Thanks!

Hi, These are the fields. We noticed in the desc that data is pulled "via the import process". We think this might be the reason why the values are missing from our report. We are trying to confirm if the effected invoices/orders were manually entered or imported.

Thank you for the information. However i tried creating an "Item" saved search and dont see the "Main" criteria field. But i did create a "Transaction" saved search with Type = Quote that pulls the price level from the first line item. Now im having trouble linking this saved search to the workflow so my custom field is…

Ok, that makes sense. How about the search portion below. I dont see a search action

Hi, I created the custom field. When creating the workflow, i do not see the "search" or "get field value" actions. Below are the actions on my end. Maybe the actions are named something else or i missed them?

Hello, I will test in the next day or two and get back to you . THanks!

Ah, good to know. Thanks for the quick response!

Hello, Another question related to this post. What is the name of the "Category" field on an Expense Report, at the line item? Im trying to add this field to a report. Thanks!

Hello Tigran and Jervin, Thanks for your replies. Ill take a look at the custom field options. I appreciate it.

Hello, Just following up this inquiry. Thank you for any help!

Hi Richard, Yes, we checked and the scripts still run even when the user is inactive. Thanks!

Ok, but i also found this information online, which basically says the scripts wont run? Is this accurate?

Hey Angela, Yes, this makes sense. I think we will leave the country as is. Thanks!

Hi Angela, Just wanted to follow-up on my previous question regarding the checks. Thanks!

I checked override and the country field is still requires a country. Are you saying even though a country is selected, it will be ignored? Does this mean it wont appear on checks?

Thanks Angela. Our accounting department want to ignore the country field because all our vendors are in the US. It feels pointless (for us) to use it. The country also appears on the checks, which we could do without.

Hello, Just following up. Please let me know if i can provide more information. Thanks!

Hello, Just following up on this. Thanks!

Hello, We've been working with our third party vendor and havent had any luck splitting the shipping address. It looks like NS has some limitation on how it stores the shipping address on sales orders. This will more than likely require some custom field mapping with our third party vendor that will map the address in…

I think there might be some limitations on how NS stores the shipping address on a sales order. I will close this question.

Hi Wee, Sure here is where the SMS Templates live. We have some integration in place with a 3rd party vendor. THanks!

Hi Wee, Sure. Here is shipping address 1. From what i can see, there is nothing unusual about it. And yes, there is some custom integration involved with our text system so i might have to reach out to them as well. My initial thought was i was using the wrong shipping address fields. But thanks!

Hi Richard, Im not using either. We are using a SMS Template linked to a workflow that is linked to the sales order. Here is what the template looks like. Thanks!

Hi Niks, Yes, i reviewed Wee Ming's comment and tested as well. I provided some screenshots where some of the shipping address information is still not populating where we need it. Thanks!

Hi Wee, Yes, im referring to the ship address. I tested the {shipaddress1} field in our template below. However, the address 1 field is still not appearing in the text message. Only the custom field (date/time), state and zip.

I appreciate the help from everyone. Since this happens so rarely, we will investigate further on the next occurence. THnaks!