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For this specific sub-set of Sales Orders there are 3 designated approvers and any of the three can approve. This part works fine. But I am trying to have both an Approve and Reject button available. If they press Reject, we should be able to enter a rejection reason and flow to a Rejected status. Then the original entrant…

Thanks, I am using a custom workflow, not SuiteApprovals. Might be a good direction to go in the future, but since we aren't currently using it on any of our other approvals, and we have multiple approval flow options depending on the type of Sales Order it is, I'd like to get the custom workflow to work if possible.

Still looking for any available help on this one.

Hello, Thanks for responding. Each of our assemblies use their own BOM and their own Routing. The start and end are entered manually for all, and none of our items have the components set to operations in the routing, and never have. All use WIP.

Hmmm, I think I'm following what you are saying, and it makes sense that the system is looking for the parts related to the operations as defined by the routing if we are selecting operations on the Issue. However, this seems to be selective. We have some tiered WOs that don't seem to mind entering the operation start/end…

Hi, For anyone else attempting to do mid-life rev rec, you can do the reclass from a Journal rather than the Sales Orders. If your company has, like in my case, created a journal for your sales orders to move the values from revenue to deferred (and then manually moving back to revenue incrementally monthly via JE), you…

Thank you for your help. I did have this set this way and it was not working in my sandbox account. However, I pushed through to my prod account and it worked correctly. Looks like there may have been something else in my sandbox causing the error which was outside the work I was completing

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…