Hi, Judith Culanding-Oracle, Thank you for your response. We did try using a Customer saved search with a Transaction Field: Date filter; however, it did not return results within the specified date range—it only displayed current data. As for the Transaction saved search, the only field we were able to filter successfully…

Hi @Patrick Fresnosa-Oracle , sorry for the delayed response. First, to address your query—yes, there is a filter applied in the Employee Detail Report related to the transaction (entity line), which refers to the journal entry line-level employee name. As mentioned earlier, the main difference lies in the configuration:…

Hi @User_MO40Z, have you found any way to solve this error? I am also encountering the same issue while saving a work order. Please share your thoughts.

Thank you @Micah Timbol-Oracle for showing interest in the question. I see only one difference in the setup of these two reports, and that is the grouping, as shown in the screenshots above. In the detailed report, only one column is grouped, which is the 'Account' column (and the results of the detailed report are…

Thank you @Jervin Nicholas Teopengco-Oracle for your detail response. Thanks!

Thank you @Ayitah Tallada-Oracle for your detailed response. It was really helpful. Thank you!

Thank you, @Ayitah Tallada-Oracle. Here are the answers to your questions: we are not using a custom workflow. I have checked the list, and we are not using SuiteApprovals. Yes, this checkbox is enabled.

Thank you @Ayitah Tallada-Oracle for your detailed response. I have carefully followed the steps you provided and successfully created the saved search as suggested. However, I am facing the following challenges: The View dropdown is not appearing on the Approve Journal page. As a result, I am unable to verify whether the…

Thank you @Ayitah Tallada-Oracle for your reply. Yes, I confirm that I am using the Administrator role.

Thank you, @Ayitah Tallada-Oracle, for your detailed response. I have checked on my end, but it is not the same view. Even if I customize it, we have limited fields from the sublist, and we cannot add header-level fields like Memo (Main).

Thank you, @Able Wilson, for sharing your insights. It helped me identify the workflow running on the invoice, which was why I couldn’t edit it before. Now, I'm able to make edits.

Thank you for your assistance,@Alex Joves -Oracle I followed your instructions and created the workflow as specified, but it’s not triggering when I submit the journal entry with the specific account selected at the line level. I’d like the workflow to activate whenever a particular account present in any line level. How…

Thank you for your reply @Judith Culanding-Oracle. The accounting period (Oct-2024) is open, but I'm still unable to edit the invoice. Is there any backend setting, like a workflow or script, that I can temporarily disable to allow editing this invoice?

Thank you @Angela Bayliss, @Able Wilson, @JAQ-ERP for your valuable suggestions. I have customized the A/P Register report to display a vendor statement-like view. However, I am facing an issue where journal vouchers are not being included. In the standard A/P Register Report, transactions are grouped by account, but in my…

Thanks, @Trixie Amora-Oracle , for your valuable suggestion. It helped me retrieve the transfer order list. However, by applying this solution, the user can also see transactions that are not related to the NY location. How can we restrict the user so that they only see transactions related to the NY location when logged…