User_BCKYD Red Ribbon

Hi there, Just checking in on this. Please let me know if you need anything else! Thansk!

Here is the quote - EST211. When you click the print icon and view the preview, you will see the disclaimer at the bottom. The customer for this quote has a business id of 2 (installation). We only want the disclaimer to appear for customers with a business id of 1 (appliance). Also attached is the source code. Thanks!

Yes, perfect! I would have never found that Description field. Thanks!

For example, in our report below, at account 71100 we can see the memo field (2/14-2/18). When we drill into the first record highlighted below for $79.11, it is an expense report # 1141. Now the memo field is gone. Below is the actual expense report #1141. The memo or purpose circled in red is what appears in the Roth -…

Is this the same field that appears on the highlighted memo field on the expense report below?

Hi, When i search for memo fields, this is what is returned. what is the system name or id of the memo field in your example?

Yes, that did the trick! Thanks for your help!

Sure, here is the source code from the template.

Ah ok, this makes sense. We will update our process to check the item fulfillment whenever we make a change to the carrier. This answered my question. Thank you!!

Hello, We were able to solve this inhouse. We run a report and it turns out there was an error in the report criteria, but have since updated the report and our numbers are now accurate. You can disregard this question. THanks!

Hi Jack, I tried removing the &amp from the URL logos but that didnt work. I also couldnt get the File Cabinet Freemarker Directive to work so i started poking around again in the logo settings. I discovered the two logos that do work are checked as "available without login". So i checked the third logo and now it works! I…

Hi Jack, Thanks for your concern! Ill double check content moving forward. Let me test your recommendations and ill get back to you. Thanks!

Hi Jack, The code appears to work now! However when i generate a quote PDF for the new logo (tri-brand silver logo), the image below is returned. Here is the preview from the template - it correctly shows all three potential logos. I compared the image properties and all of them match. Any thoughts?

Hi Jack, I modified the source code with your code snippet. Below is what is now in the source code. When i save the code, i get the below error. I click Save to Submit. Now when i pull up a quote and try to generate a PDF i get the error below. For the quote_type i tried different field name and ids:…

Sorry for the delay, Jack. I will be testing this today and will let you know. Thanks!

Hello Johanna, Any update on this? Thanks!

Ok, thanks. I only see three open/close <tr> tags in that piece of code: row 18 and 31 row 20 and 24 row 25 and 28

I apologize. Here is the source code. Edit: Attachment removed.

Hi there, Just looking for an update on this one. I even tried removing the footer and readding it but the error notice still appears when i try to generate a PDF print preview. Thanks!

Hi, This is a separate thread then the thread below. You can disregard that thread as we found a work around. https://community.oracle.com/netsuite/english/discussion/4479019 Attached is the source code for the template. Thanks!

Hello, Just checking on an update for this ticket. Im not sure how to locate the missing tr end tag. Thanks!

Hello, We found a workaround for this question. We just eliminated all the line breaks as formatting does not matter. Please disregard this question.

Well, Jack i think you did it. I tested three scenarios and they all generated and sent to the correct recipient! Well done! Thanks for your help and patience. I greatly appreciate it.

It does make sense. Below in yellow is where i added the additional set field value action, but two emails still executed when i tested a quote that contained both a price level 1-2 and price level 3-6. Im sure this is because the condition circled in blue below was met before the newly added set field value action, so…

Hi Jack, Maybe im not understanding. Highlighted below is the sublist action group for 3-6. I dont see a flag for 1-2, in any of the actions for 3-6. ?? Thanks!

Thanks Jack! The sublist actions worked! We are so close to wrapping this up! We have several price level ids with essentially two scenarios for items on the quote: If the line item has a price id is in list (x,x,x,x) as seen in the set field value, then it falls in to a price level range of 1-2 (see email flag name).…

Hello Jack, I really appreciate your help with this. I updated my formula with the internal id value you provided but the workflow log states line.price.id is not a found. I also tried price.level.id and received the same error and the email didnt trigger. Any other ideas?

Hi Jack, Thanks for the help however i still cant get my emails to send. Below is where i entered the check level formulas. We have many different price levels and business = 1 (appliance). Here is the workflow log for test EST/Quote 453 and you can see all the other workflow actions were triggered, except for the send…

Hi Jack, One more question. Is it possible for a workflow send email condition to reference an accounting list - price level like shown below? This is the item price level on the quote. Can i reference the highlighted price level field below in a workflow condition? As of now it is not an option. Maybe i missed a step.

ok, please disregard my second message as well. I added another workflow to keep today's date in the exp close date field whenever the other quote types are selected. Thanks for your help!!😀