Yes. Thank you.

I talked to a member of the training team at SuiteWorld. The feature has been rolled back for now.

The search is on a custom record where a related item fulfillment is in one of the fields. In the search filters I selected Source Transaction : Document Number/ID. Then I ran the search, entered a fulfillment number in the criteria, and copied the url from the filtered result. Since then I've refreshed SB and can't…

Has this feature been turned off? I manage two environments. The lesser used one of them updated a few weeks ago. I saw the guided learning icon after the update. But now I'm realizing it's not there anymore. The primary environment updates tonight. I was going to give users a heads up with screenshots from the secondary…

I'm not going to be able to find the right log record at this point, especially since they've changed the process and are now saving the files as csv in Salesforce. Unless there's a way to search log details without downloading individual requests, is there? How do I find our version of WSDL?

Thank you. "In the absence of a Sales Order, the transaction is already considered as fulfilled." was the piece of info I was missing.

After posting the question I tested in Sandbox. The Revenue Arrangement and Plans were created. Invoicing the items directly without a fulfillment depletes inventory and sets COGS impact on the GL. That's what made me wonder if it would also create revenue plans. It seems to work. Is it working as designed or is there…

Boomi is using the prebuilt connector that runs on SOAP Web Services. The files were being stored as Excel in Salesforce but they weren't coming over in the integration. Our SF developers told us the file had to be saved as a csv in SF in order to be pushed to NS through Boomi. I'm afraid I don't have more detail than that.

@Michelle Jabanes-Oracle We're not seeing where or how. Can you provide a code sample where the document is attached to the Files tab on the customer?

When I use checkboxes in formulas I always tag it with .id. Like {custentity_mssp_partner.id}. That way you know it will be T/F as opposed to Yes/No. I'm not sure if this is applicable to your question. Give it try.

@Michelle Jabanes-Oracle Our in-house developer is someone familiar with that module. Does it enable us to link the files so they can be viewed and accessed from the Files tab of a related customer or transaction record?

Is there some other way in the UI to find the logs? Like a search or something?

Hi. I'm not worried about transactions. The customer record is where I want to lock it out. Is form editing the only option?

To make sure I understand, if the record is not tagged with the red beta icon, it means that record type is not in beta. But I think the Rest Record Service (Beta) needs to be enabled on our account to utilize the feature, even for record types that are out of beta. Is that correct? It's a little confusing because of the…

Hello. There may be a typo in the link because it opens to 81143. I found 91134 and the related 89313 The REST API Browser. Is creating a subscription still considered a beta feature?

They use a custom role where the Partners permission is Edit. If it can't be controlled by a permission I suppose I can customize the form. I'd rather leave it so they can see which Partner contacts have access. Hiding the tab will make that difficult.

Hi @Michelle Jabanes-Oracle , No, that's not it. These are internal users that need to manage our partner relationships. They need to be able to edit partner records. But I don't want them to be able to give partners access to Adv Partner Center. I can't seem to find a permission setting that does this.

I was just coming back to say I found the field under the Rev Rec/Amortization tab. On our custom form all the other fields are under the Accounting tab. For some reason I can't move the Allocation Type field. No worries. Problem solved. Thank You.

That makes sense. Thank you.

Kind of. I'm not concerned about restrictions. I'm still unclear on the practical difference in system behavior between "none - no default" and "none - default to own". Can you give an example of what Default to Own would do?

Hello @Mikko De La Fuente-Oracle. I am working in an analytics dataset, not a saved search. I ended up creating a STRING formula of CASE WHEN {id} = {partner.id} THEN 'T' ELSE 'F' END. Native fields, not custom. I had looked at the article you referenced and didn't see any examples of Boolean formulas. Based on this I'd…

Yes, the preferred form is customized. The root of the problem is that I need the Suitebilling automation to ignore mandatory field rules. Some fields are mandatory on the form, some by workflow, some by script, and some by the custom field validation tab. If this can't be done then I can look into setting default values…

Is there an option within Suitebilling that tells the subscription which form to use for a renewal? From what I can tell, it will always use the Preferred form.

I haven't tried but I'm sure it would be. Same type of issue with required fields. For our use case I wouldn't want it creating sales order anyway. Only Opps or Estimates.

Either manually process a renewal change order with Renewal Transaction Type set to Opportunity or Estimate, or set the renewal defaults on the subscription to Renewal Default Method = Create New Subscription, Automatically Renew is checked, Days is 0 or greater, and Default Renewal Transaction Type = Opportunity or…

Here is a screenshot of one of the attempts

Thanks. I was hoping for a way to maintain the link between file cabinet documents and document fields and/or the Files list on customers and transactions. It sounds like that would need to be done manually as well.

It's been a while but I recall having a similar issue. The problem was that one of the customers in my results also had a Partner relationship, so the category join was duplicating their results. Check for something like that.

Hi Erick, Tenfold is one of the others that we looked at. My customer support manager had a call with them and ruled it out. I don't recall exactly what they were missing. Hoping for some other suggestions from the community. Thanks

Further on this, is there any linkage between the Charge record and the rev rec Journal that's tied to the Revenue Recognition Plan line in ARM?