Would it be possible to default the "Project Template" field so that whenever a project is created, it uses that template? I couldn't find the "project template" field in the back end.

It looks like it is the quotes module renamed.

I have it when a proposal is created.

I've included the workflow. I'd like to have the "project template" attached that would be automatically created (milestones and tasks automatically created for any new project). For current projects that are still open, I was trying to see if there was a way to "apply" this project template to the projects so that the…

Please see our settings attached. Would I have to select anything differently?

Please see the screenshot attached showing the pop up option is not checked. I've also included the error when trying to import and showing that the form does show up in step 2.

I am working on creating the workflow. My only issue is that proposal is not showing under the action. Is it not possible to select "proposal" when using the "create record" action?

It may be the quotes module? Under the administrator role, we can go to Transaction then Sales then prepare proposals.

Yes I wanted to create a change order so that when a sales order is created and changes need to be made, they could click the "change order" and it would take them to a proposal creation, but would be a change order template.

I have figured out the issue. Thank you!

When I do the first steps, the picking ticket linked form is blank.

Hi I checked the inactive templates as well and it is only showing 1 template for picking tickets. This is the preview when I select the 1 template. This does not look like the current one being used.

Hi Patrick, One more clarification! I update the sales tax table for Kansas and when I did, it created tax codes with odd names. I verified that they were created after the update. Do you know why this would be or what these are? Are these codes that can just be inactivated?

How can I see if I am using Advanced Taxes or Legacy taxes?

Yes I think I am going to do a audit between the pay sales tax page and the report to see what is causing the variance. Thank you

When I created the report, there are a ton of "Other" and "Transit" Tax Codes. Is there a way to see if these are legitimate tax codes or if they were added by a previous accountant?

That is correct. The tax codes do not show on the pay sales tax page and we do not have a filter on that page.

Hi Patrick, Yes, I think what I'm trying to find out is if it is possible to edit the tax due column because it isn't accurate in our system. I took at look at the SuiteAnswers, but I don't think that is the issue with our because we don't have many credits. In the report, there is a tax code with an amount in the tax…

I did try this, but the problem I am having is that this field needs to be editable from the saved search. When I tested this formula text field, it would not allow us to edit that field on the saved search. Is this possible?

The "NOTES & JOB DETAILS" field is preventing the users to see more of the jobs listed in the row. For example, In the screenshot, you can only see 3 projects. If this field's size was adjusted, we should be able to see 6-8 in this view.

I am using the Admin role. This is happening for all projects. There should not be a script running in the background. We are also using the standard project form.

Yes, we can add the project in NetSuite to the time entry.

only when selecting the "REPORT TIME" option. The "MY TIME" option in the UI doesn't show the project.

We have not changed the way we create items which is why I thought maybe something was happening on the back end. Where would the "description" field be located? We have "Display name/Code", "Sales Description", "Purchase Description", and "Stock Description". We've added the description in each of these and it isn't…