No, I am setting using a default value on the Validation and Defaulting tab to set the non-stored field with the data from the stored field using the internal id. What's weird is that this was set up previously in a different way which didn't allow for changes at the order level and the result is the current set up but not…

Hi, Does anyone have any ideas?

Yes, there are multiple custom fields and a custom workflow. Customer Record: Stored value free form text field Sales Order/Invoice: 1) Stored value free form text (defaults from customer record field) 2) Non-Stored value email field (defaults from other sales order/invoice field) Workflow: On Invoice, Creates 'Send email'…

Yuck, So there isn't a way to not charge the customer but to charge our account?

Any help?

Whoops, we found an offending script running in the background attempting to change the Income account on the Kit. Removing this script from the Kit Item Records resolved our issue.

Thank you.

No, this isn't quite my question. We need an item built. We enter a work order for the item. Our MFG team uses all the materials required for the BOM, but the end result is not viable for whatever reason. When they go to enter the Assembly build to consume the components, they are unable to enter zero as the qty built. In…

Unfortunately, this doesn't work for us. We have a long assembly cycle that oversteps periods. I can't edit a WOI in a closed period.

What if we were to void the invoice and re-issue it and apply the GC at that time? What would the risk be?

Thank you. What if we voided the original Invoice and re-invoiced in the current period to apply the GC? What are the risks?

How can I apply a gift card after the invoice is generated? I know it can be applied under the billing tab, but what if the period is closed on the invoice?

Thank you.

Thank you. The assembly record does not have an Inventory/Purchasing tab. I have Inventory which contains a location subtab, but this subtab does not have anything about costing on it or a Cost Accounting Status, even when looking at the standard form for the record. However, I assume the Cost Accounting has finished as…

Thank you. I think I need more help that can be provided here. I will reach out to NS.

Ok, so the WIP account will be cleared on Close regardless if we have a material or labor variance? Because we are seeing basically the same transactions when we have a WO of qty 5, 4 completed and 1 scrap as we do with the WO qty 1, 1 complete, no scrap. The whole GL impact on the Close record seems to be only to the WIP…

I've entered a support ticket with NS.

Unfortunately, This is not what I am dealing with. I am getting currency revaluations which are upwards for 30K in an account that should not have any funds in it. Each time a journal has been done to move the funds, either in the transactional currency or the USD currency, or both, the revaluation is still above and…

I'm sorry. I'm not following what was just posted. The incorrect account was used on the item as a COGs account. It's an other current asset account. Because the currency revaluation was so much larger than anticipated, we scanned the internet to find other persons with a similar issue and the seeming solution was to take…

Yes, perhaps I led the answers instead of allowing you the ability to answer the question. Let's start at the beginning. I have an issue where the GL impact from some item fulfillments hit an account I didn't want to hit, so a JE is entered in USD to move the value from the account I didn't want to the one I do want. (And…

Thank you. As for the revaluation issue, we had several items which were originally Assemblies and the components had a used account X for COGs, but recently we decided these items should be kits, with the same components. We later found because of the difference in impact between Assemblies and Kits, we no longer wanted…

Thank you. I will proceed with a Support ticket. Downloading showed the CTA does not appear anywhere else in the report. Changing Region to Region: Name did not assist, nor did switching browsers.

Hello, To answer the question about adding the column to the sheet, I simply added the field 'Region' from the Trail Balance section on the report. Literally no other changes were made. Original: Updated: And no, without the CTA line, I am not seeing the balance as I would have expected. Original: all financial columns…

Yes, I have two identical CUSTOM trial balance reports. The first only has the Cumulative Translation Adjustment row at the very bottom, just above the final TOTAL. I am not looking to recreate the report, I just want to understand how adding an additional column, (yes, 'region' is a custom segment) would cause the CTA row…

Thank you. Orders are more difficult to screen shot as there would be alot of scrolling, but order reallocation shows the necessary. This item should have allocated to the first order, then the 4th order partially, with the two orders with expected delivery dates in Dec being backordered. I can not figure out why this…

Hello, apologies for the late reply as I thought I had figured this out and am now struggling again. I've submitted a support ticket but hope I may get a quicker answer here. I went as you said previously to Setup > Accounting > Accounting Preference > Order Management tab > Sales Order section to find the commitment…

Thank you. This is helpful. However, we are using advanced Bill of Materials and if the WIP feature can assist us so that we don't have to edit the assembly build, I'd be interested in more information about that. Can you direct me to a SuiteAnswer or an implementation guide?

Ok, thank you for getting back to me

Unfortunately, no. Any additional suggestions would be helpful.

Hi Micah, Any additional thoughts on this issue?