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@Elychelle Gulen-Oracle thanks for the feedback. At least I know I wasn't missing a trick.

Thanks @Elychelle Gulen-Oracle. I have replied to the email.

@Elychelle Gulen-Oracle I tried with two other browsers but same outcome. The only new workflow is copying PO# from Project to Invoice. I deleted the workflow, cleared browser cache, used other browsers but still PO# didn't copy from Sales Order to Invoice.

@Elychelle Gulen-Oracle Yes, the PO# field was already populated in the Sales Order prior to creating the invoice. Yes, it is the standard PO# field not a custom field. It is working as designed in our sandbox environment but not in production. We haven't made any changes in production, which makes it all the more puzzling.

@Jack Daryl Espiel-Oracle Yes, the form needs to be set during the invoice creation. Usually, from the Project record, we use the create new icon and select invoice.

@Jack Daryl Espiel-Oracle Yes. Class (Business Unit) in the invoice form is being set automatically based on the Class (Business Unit) in the Project by a different workflow. I have a workflow that copies Class and other fields from Project to Invoice. However, the Class (business unit) in the "set custom form" workflow is…

Thanks @Nicole Mendoza-Oracle this is good to know for when we have a large number of changes. The Project Managers cannot create scripts :(

@Patrick Fresnosa-Oracle thank you.

@Elychelle Gulen-Oracle That resolved it, thank you!

@Elychelle Gulen-Oracle My criteria is fine and it is returning results. We would love to see Subsidiary in results but the field, though added to results, is not available in the report output. I tried with other fields and received the same outcome. In the first screenshot , I added Subsidiary field to results. The…

@Kristoffer Viray-Oracle the issue is random. Sometimes simply trying to view an invoice triggers it.

@Kristoffer Viray-Oracle Do you have any update on the defect, we have been getting the same error lately. Regards.

what is the correct syntax to add the fields highlighted below? E.g., using ${result.chargedate} or ${record.chargedate} in the header or anywhere outside the results table, returned an error.

@Jack Daryl Espiel-Oracle I need to create a second Invoice Group form (e.g. Form B) with corresponding Advanced PDF template (PDF B). It is for an additional subsidiary with different requirements from the existing form (preferred form and PDF). How do I link the second Invoice Group Advanced PDF template (PDF B) to the…

@Jack Daryl Espiel-Oracle thank you! In the Advanced PDF source code, I entered my custom record field as "record.item.XXXX". Removing record and leaving the field as "item.XXXX" solved the issue. Much appreciated!

@Joahnna Given Uy-Oracle The emails were not going out. I checked the workflow history logs, communications tab and sent email list. However, I found a resolution. I changed the trigger for Send Email in Set Next Approver state from "After Record Submit" to "Entry" Thanks for looking into it.

@Michelle Jabanes-Oracle no, it didn't really answer the question. There are more subsidiaries and most of the affected employees belong to a single subsidiary. I guess we will have to rethink our design if there is no workaround. Thanks for following up.

@Jack Daryl Espiel-Oracle thank you! I tweaked the conditions for Approve/Reject buttons and boom! the invoices are now showing in Approve Invoices in addition to being able to approve on each individual invoice.

@Micah Timbol-Oracle the steps worked like a charm!!! Thank you.

I am testing again with a different number of hours and will provide a feedback.

I turned off Consolidated Payment and the error stopped. We have been upgraded to the latest version and the release notes did state - Consolidated Payment and Multi-Subsidiary customer features are now compatible. Maybe I am missing something.

@Michelle Jabanes-Oracle our email template doesn't specify the validity of the link.

@Michelle Jabanes-Oracle I reviewed the template but couldn't find where to change 24 to my desired hours. That is the crux of my request

Thank you @Elychelle Gulen-Oracle Yes, I am trying to customize the Invoice Presentation template Suite App PDF form for an invoice. The instruction says not to change the Advanced PDF form but I was hoping for a workaround.

Need to create a MICR check template from scratch not just use MICR font on an existing template or check. Not even sure if it is what NetSuite can do as there are no articles or info out there.

No, the articles didn't help with the current concern. Thanks.

Never mind. I was able to find a SuiteAnswer article (Answer ID: 96843) that answered the question. I switched the sublist for the main body. https://suiteanswers.custhelp.com/app/answers/detail/a_id/96843/loc/en_US

I was hoping maybe someone has a workaround for the issue. I have advised the business to use T&M instead of Charge-Based billing. No, we are not using Advanced Revenue Management.

Thanks @Patrick Fresnosa-Oracle The internal ID still didn't work for us and the invoices were imported into the parent customer without the project reference.

The reference type was set to internal ID for Customer but Project does not give the option when importing Open AR.