Thank you for checking, Dallas. Allow me to further review this concern and I'll get back to you as soon as I have more information on this. ? To other users, feel free to share your insights on this matter.

Hello @Kellyann, Good day! Thank you for creating this thread. ? Based on my understanding, once the Item Fulfillment is marked as Shipped, you are unable to bill the Sales Order. Can you please confirm if the issue is reproducible when using Standard Sales Order form? Also, can you please further confirm if the reported…

Hello Dallas, Is this only encountered when we added Tax Line is false on the Criteria? On the Criteria tab > Standard subtab, for the Customer: Terms row, kindly set its And/Or column to And and see if this will make a change on the result of the Saved Search. To add the Sales Orders' status on the result, under the…

Hello @User_LW3QM, Good day! ? Thank you, @PaulFleetwood for sharing your thoughts for this concern.? This is to confirm that Paul provided that right way to mass pull PDF Invoices. Navigate to Transactions > Management > Print Check and Forms Select Invoices On the Print Invoices page, click Customize Under the Additional…

Hello, Asher. Good day! ? It would be appreciated if you can provide a screenshot of the reported behavior. Thank you very much! ?

Thanks for checking, Claudio. ? Can you please further confirm if the reported behavior is still reproducible even when Scripts and Workflows are already undeployed on Sales Order record? To check, on your Sandbox account: Navigate to Customization > Scripting > Scripted Records Edit Sales Order Take screenshots of the…

Hello Claudio, Good day! Thank you for creating this thread. ? Understand that Close Order button on the Sales Order record is missing. Documented in SuiteAnswer 93577 Close Order Button Missing in Sales Order with Pending Fulfillment Status are the steps below that you can follow. Navigate to the Transactions > Sales >…

Hello Dallas, Good day! ? Under the Criteria tab > Standard subtab, try adding Tax Line is false. To add the name of the Customer of the transactions, under the Results tab of the Saved Search, add Customer Fields... Name. I hope the above works on your end. Thank you very much! ?

Hello Asher, Good day! ? On the Criteria tab of the Saved Search, can you try adding Applying Link Type is none of Order Picking/Packing, Receipt/Fulfillment. Kindly check if the Sales Orders with Item Fulfillment are still included. I hope by adding this, it will display the expected result. Thank you! ?

Hello Dallas, Good day! ? Here's a quick rundown of what you want to achieve on a Saved Search: Sales Orders that has Customer Deposits with different amount As there are instances that there are multiple Customer Deposits in a single Sales Order, the sum of these Customer Deposits should still not much the total of the…

Hello Dallas, Thank you very much for checking this on your end as well. ? As per my understanding, you want to exclude those Sales Orders wherein the Customer has Terms. On the initial result of the Saved Search I created, Sales Order 141 with Customer Deposit 8 is included. For testing purposes, I added Terms on the…

Hello @User_SZ0C3, To help my investigation on this concern, kindly fill up or provide the following: Screenshot of the Invoice affected. Kindly cover confidential information on this. Is this happening in this specific Invoice only? Is this the first time you encountered this issue? As it seems that your customer sent you…

Hello @User_LYA61, Good day! Hope you are well. ? Upon further checking, this is a system limitation right now. This concern is covered under Enhancement logged as 160480 Quotes/ Sales Orders : Matrix/ Inventory Items quantity sold by a specified unit of measure (UOM) is being returned on a saved transaction search using…

Hello @User_SZ0C3, Good day! ? Sharing you the tests that I did on my end in regards of your concern. To confirm the date that your Customers is seeing, you just have to check the Date field on the Invoice record itself. Check below screenshots for your reference. Note that the date on this Invoice is 07/07/2021. On the…

Hello @User_LYA61, Good day! Thank you for creating this thread. ? Understand that for Saved Search of Sales Orders with multiple line items, only a single line item is included in the email notification. Upon checking this is currently a system limitation. It is logged as Enhancement 171398 Saved Search > Transaction >…

Hello Dallas, Thank you for the confirmation. ? As we want to create a Saved Search to show the Sales Orders that don't match the Customer Deposits, which means their amounts are different, under the Criteria tab > Summary subtab, I added: Summary Type = Maximum Field = Formula (Numeric) Description = is 1 Formula = case…

Hello Dallas, Good day! Thank you for creating this thread. ? I would just like to further confirm your concern. Based on my understanding, you want to compare Sales Orders and their associated Deposits. When you mentioned Sales Order that doesn't match the Deposits, did you mean Sales Orders and Deposits having different…

Hello Asher, Good day! Hope you are well. ? I would just like to follow up on this concern. Can you confirm if the provided resolution worked on your end? It would be appreciated if you'll confirm it by clicking Yes on the "Did this answer the question?" question to mark this as Accepted Answer. With this, it will also…

Hello @PaulFleetwood, Good day! Hope you are well. ? Understand that on the Customer Saved Search, it displays the Base Unit price instead of the Sales Unit price. Upon further checking, this is a system limitation right now. This concern is covered under Enhancement logged as 160480 Quotes/ Sales Orders : Matrix/…

Thanks Mik and Shamie ? Hello @User_SZ0C3, Good day! Hope you are well. ? For your second question, I consulted this internally and I am advised that you have to look for the "Created From" field, as when an Invoice is generated from a Sales Order, there will be a "Created From" field which is populated by the Sales Order…

Hello @L_Brown, Good day! Hope you are well. ? We would just like to confirm if the provided explanation clarified your concern? Or did you find the comment/s helpful? Your feedback is highly appreciated. By clicking Yes on the "Did this answer the question?" question, it will mark the comment as Accepted Answer. With…

Hello @User_YA1GI, Good day! ? Understand that this is causing inconvenience on your end as we can't apply written Checks to open Bills. Upon reviewing the Enhancement filed for this which is 109557 | Transaction>Bank>Write Checks: User is asking for the ability to apply various outstanding vendor bills to a written check…

Hello Asher, Thanks for the update. ? Sharing you the tests that I did on my end for your concern and their results. I created Invoice, Cash Refund and Cash Sale records. These transactions having an Inventory Item and a Non-Inventory Item. Invoice #189: Cash Refund #7: Cash Sale #28: Then, I tried to create a Transaction…

Hello @BWM- Shem, Good day! Hope you are well. ? We would just like to know if the formula worked for you? Or did you find the comment/s helpful? Your feedback will be appreciated. By clicking Yes on the "Did this answer the question?" question, it will mark the comment as Accepted Answer. With this, it will also help…

Hello Tafara, I appreciate the update. ? Thank you very much for checking this on your end as well. I suggest for you to create a Support case for this concern, they have the tools to further check the reported behavior and review the affected Saved Search or records in the internal QA environment. They can also confirm if…

Hello @dle_35705, I appreciate the update. ? Can you try setting Formula (Currency) to {taxitem.rate} instead? I hope this will work and will display the expected amount. ?Thank you very much! To other users, feel free to share your thoughts on this as well.

Hello @User_UU0BX, Good day! Thank you for creating this thread. ? Understand that you want to know the difference if a Credit Memo is issued from an Return Authorization or if it is issued from an Invoice as your Customer wants a link or reference of the Invoice the Credit Memo was made for. Credit Memos created…

Hello @Dirk Nieuwkamp, Good day! Thank you for creating this thread. ? As per my understanding, you set a Minimum Quantity for an Item. This is the lowest quantity that Customers can purchase this Item. However, you want to override this functionality but still want to receive the warning message. Upon consulting this…

Hello Nikka, Nice to talk to you again. ? I run some tests on my end in regards of your concern. I tried to recreate your Employee Saved Search and I was able to reproduce the reported behavior. Result tab of the Saved Search: Result: Noted that only the Employee Type has no link unlike the other fields I added. As an…

Hello Martha, Thank you for the confirmation that the Sales Orders have the same context of creation. As such, I suggest for you to create a Support ticket in regards of this concern for them to further review the affected Sales Order. Also, they have the tools to confirm if a Script or a Workflow is causing the reported…