Angela Bayliss · Senior Solution Architect · Gold Crown

Hello @User_ZWVM0 Is that a custom field? I'm not familiar with a native 'drop ship item' checkbox on native forms. If it's a custom field, you can restrict access by user role on the custom field.

Thanks @Clarisa De Torres-Oracle ! That's it. The implementation steps are hard to follow exactly. I figured it was something I missed.

Hello @Jan Prinosil The transaction type that generates the impact to the GL is what drives the name that appears in the 'Payee' Name on expense registers. It doesn't matter if the charge comes from AP or AR, or even a JE or an inventory adjustment. The name type is fluid, the Payee is what is found on the transaction…

Hi @Zeen You can 'Write up' the value of the asset by going to Fixed Assets>Transactions>Asset Revaluation - Plug in the asset and add the new value. Save the transaction. If your 'revision rules' are set to 'Remaining Life' the depreciation schedule will be deleted and a new schedule will be generated. Make Sense?

Hello @Shorin Rio Daa-Oracle By wanting to change accounts in closed periods, you're essentially changing financials. THat's not always a good option. I've gone through several large item conversion projects because of the accounts. The best thing to do is have accounting sign off on item accounts when the items are…

Hey @Dext3r It appears that your workflows are running a lot. It's not bad per se - but you can limit how often it runs by putting in some tighter criteria. If the actions don't need to be run every time the quote or SO is opened in the UI, you can set the requirements to be based on a button to kick the workflow off, for…

Hi @NS_YB You can definitely pull the line id of your Bill, but I don't know that you'll get the line ID from the corresponding PO. What are you trying to achieve here?

@User_8LGY2 Glad I could help! You're very welcome!

Hi @User_NDVMI It's definitely time for you to file a case. Something is wonky

Hi @Dext3r It sounds like the promotion is set to 100%, but is picking up on your quotes as 100 dollars. This is definitely something to file a case for Sam.

@User_8LGY2 The vendor code on item records is used to capture the vendor item number when different from your item number. If your vendor uses the same item number, no vendor 'code' needs to be defined. If I am purchasing a box of black pens from a vendor, and my item is 'office supplies' but the vendor calls the items…

Hi @User_EW3WP Ok, clearly the translator app I used didn't work at all. I am very sorry for misunderstanding you.

Hi @User_NDVMI OK, I was able to reproduce your issue! Here's what I did: Went to period close, and walked through the close steps. There is a step to revalue transactions. There is also a step to confirm or edit the currency exchange rate table. To get that sort of variance, someone HAD to have made a change on the…

@User_NDVMI - Honestly, you might want to delete those screenshots as they show your company information that should be covered up. Anyway,,,,I can see it. It's referenciung transactions number FXREV9569. Since it's impacting your Intercompany vendor - it's likely from an intercompany transactions. It's posting in June -…

Hi @Shorin Rio Daa-Oracle You cannot update the accounts on items that have transactions in closed periods. FYI. 😉

We can't see your screenshot. Instead we see an Oracle error code. Can you explain the issue in more detail? What type of transaction is this from? What is the entry?

Hola @User_EW3WP , Si te he entendido bien, preguntas cómo configurar una regla de reconocimiento de ingresos para contabilizarlos durante 5 o 6 meses, independientemente de la fecha de la transacción (al principio, a mediados o al final del mes). ¿Quieres que los ingresos se reconozcan en el mes de la venta y durante 5…

@User_8LGY2 Exactly! If you're not clear on what customizations you might need. It's sort of like asking me what color shirt I'm wearing this morning….. I live in SWFL- I could be wearing a swimsuit! There's simply no way of knowing. If you're concerned about your solution provider, do some homework! Do your consultants…

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@User_44UPO If you know who the admins are, why not create the search using the users names instead of the role? Usually, admins only create/update transactions for a go live - either system go live or module go live. The transactions should be easy to spot.

@User_8LGY2 Like Tigran said - it's impossible to estimate without an understanding of your customizations. Some customizations take 2 hours. Others take 2 months.

@Hormese Paul Slow or not, I'm in! I'll get that demo right away. I appreciate you very much, thank you!

Glad to help @AlexM

Hi @Dext3r My system notes search won't tell you what changes were made, they will tell you WHEN an amount on a transaction changed and who made the change. As far as the exact changes they made, those you can only find out from the person who made the changes. When I used this search, I actually used it as an email alert…

Hi @User_68KLQ I believe that SuitePromotions can do this.

Hi @Kedalene , If I understand you correctly, you received a vendor payment that you want to refund into a vendor credit. If the payment was against the bill that you want to credit, you should be able to click on the bill and click 'credit'. Now you can credit the bill and have a bill credit. Is this what you're looking…

Hi @Dext3r While it is a system limitation to see the exact changes within the system notes, you CAN see the total, and the search I outlined does work.

Hi @AlexM Custom segments will not work for this at all, due to the restrictions on the financial report layouts. Even with an enhancement, it's likely never going to be possible. The good new is that You can do this natively by editing your financial report layouts, you shouldn't need a custom segment for it. I'm sorry…

Hi @Dext3r What you're asking for isn't that crazy. Here's what I have done in the past to track pricing changes on transactions. Set up a system notes search on the transaction type you're watching. Let's say it's invoices. You'll want to set the search up to be looking at 'old value' and 'new value' for the field…

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