Thanks @Jack Daryl Espiel-Oracle ! That resolved the issue

Hi @Jack Daryl Espiel-Oracle Please see below: Transition from initiation to Pending Approval:

Hi The record is a purchase order. I am trying to edit the lines of the purchase order so that the total results in a different approval routing and state. I have found that issue if the purchase order is already approved, and I alter the $ value so that it is still approved. If I alter the $ value so that it needs to be…

Thanks for the suggestion @HertsChris @Emilia Ironov-Oracle are there any updates from your colleagues on how to reapprove a purchase order on edit?

Thanks Emilia. That worked perfectly!

Hi @Shamaine Chan-Oracle I am trying to create a saved search showing all items and their stock levels. Thanks

Hi @Patrick Fresnosa-Oracle Thank you for the detailed answer. I was asking on behalf of a colleague and they have a follow up question: They wanted some clarification on whether a elimination subsidiary is needed if the subsidiaries transact in different currencies? In this case, the transactions are not arm's length. The…

Hi @Michelle Jabanes-Oracle That works perfectly! Thank you

Thanks @Jack Daryl Espiel-Oracle That definitely helps. As an aside, is there a reason why the issue only exists for customer statements and not other documents such as invoices, credit memos, purchase orders,etc? They are all pdfs too

Hi @Jack Daryl Espiel-Oracle I have the exact same issue so decided to not create a new thread. I am using Microsoft Edge and have the same problem of not being able to download customer statements as pdfs .and only as nl files. The proposed solution of changing preferences to 'download pdf' doesn't work if generating…

Hi @Michelle Jabanes-Oracle Thanks for looking into this. The related records for the invoice: And for the credit memo: Thanks

Hi @Michelle Jabanes-Oracle I have reduced the amount of the credit memo applied to the invoices so that it is now not fully applied The amount due is still not what I was looking for It is showing the amount unapplied on the credit memo. What I am after is the amount outstanding on the invoice referred to in the…

Hi @Micah Timbol-Oracle Thanks for the speedy response :) I can't access the enhancement link. To confirm my understanding, if I have a child project ('feasibility study' for ABC customer), I can't bill the time for this to the parent project ('Multi Year Implementation' for customer ABC) Is that correct? Is there a work…

Hi @Michelle Jabanes-Oracle This is what I get: The amount remaining figure here does not match the amount remaining for invoice 3093915: Instead, it appears to be pulling from the credit memo and the amount unapplied. if the email is generated from the invoice itself and those tags are used: The $249.95 figure seen in the…

Hi @Michelle Jabanes-Oracle Those tags don't give me the amount remaining of the invoice the credit note was generated from: The email template I am trying to create is for the credit memo When sending the credit memo, I am trying to find the balance on the invoice the credit memo was generated from. i.e. the $249.95 on…

I finally got it to work too The error was related to me copying and pasting the tags from Michelle's post, Once I typed it out in full, it worked

Hi @Michelle Jabanes-Oracle I have the exact same question so didn't want to start another post (hope that is ok--I can start a new post if this is 'hijacking' the original one?) I receive the following error when I try to save the code from your example above thanks

Hi @Micah Timbol-Oracle i have tried this though it is giving me the financial categories and then the totals for each department under that category. what I am after is essentially the income statement in full for department 1 then the income statement in full for department 2,etc(similar to my layout example), vertically…

Hi @Emilia Ironov-Oracle Thanks for the detailed response. The journal I was trying to upload was created by another user. On closer inspection, I can see that it contained intercompany related opening balances as well as regular opening balances for a particular subsidiary. I believe that is what the issue was in this…

Thanks for responding Emilia. The credit cards are Visa not Amex. Is there a solution that works for that?

Thanks for the screenshots and the explanation @Camille Cagalingan-Oracle I suspect the issue might be the training/demo account. I will try to see if having equity accounts for the different subsidiaries makes a difference. I had thought those were system generated by default for all subsidiaries

Thanks for the response Camille. I cannot save any changes once I select any of the tick boxes. None of the drop downs have any information. They show blanks

Hi @Camille Cagalingan-Oracle Thank you for the detailed response. This is what I am getting once following the above steps (images are for a demo account and not real data): I cannot see the tab for the period close for a subsidiary even though it has been enabled per the above screencap In the subsidiary settings…

Hi Joy Yes, both the subsidiary and vendor are populated. Edit: I finally got it working! I'm actually not sure where I went wrong. I redid the transactions from scratch and I managed to pair the intercompany purchase order with the sales order. The item appeared in the drop down when I did it again. One of the other…

Hi Joy Thanks so much for your detailed response. I no longer get the "You may not use duplicate accounts on an item" error once the intercompany revenue and expense fields are showing. The issue now is that I cannot see the item when creating a purchase order for the subsidiary CD. I have added two separate income and…

Hi Emilia I was wanting to connect to Openair via another means to the official connector. In this case, the cost of this is prohibitive so I was wanting to know whether it is possible to connect via third party tool?

Hi @Tadas Gasiunas Thanks Tadas for the suggestion. I have found that doesn't work consistently though (I have tried that with different dates). For example, 18th Feb invoice date gives me 20th April due date. (I haven't got it opened in front of me, though I remember taking Feb as an example and using invoice dates from…

Hi @Shamaine Chan-Oracle I have ticked this on one vendor record to test this though it doesn't impact the options available under the CSV import for relationships>vendors. I was looking at similar fields such as address and currency which both appear under the sublist import options for vendor records. However, as pointed…

Hi Michelle I did not click on copy data to sandbox before selecting refresh.. The sandbox account reference was not on the page before I selected the refresh option so I thought it might be a new sandbox account. I can't remember whether the copy data was available as a button. What do I need to do to refresh it now? If I…

Hi Jeff I accessed the site via: https://netsuite.custhelp.com/app/home_oa This was linked on the dashboard of a customer account Hi Sharmaine: I have only started using this account today so I don't know whether it worked before Thanks