Hi @jjrccc, Do you find any comments for this concern helpful? 😊 Your feedback is highly appreciated. By marking Yes on the "Did this answer the question?" on the comment, it will tag it as Accepted Answer. This will also help other members of the community that might encounter the same reported behavior. Thank you very…

Hi @User_URA5H, Were you able to check this? 😊 If the information provided in my previous comment was helpful, then we would greatly appreciate if you can click "Yes" on “Did this answer your question?” below the comment. This will also help other community members who might have the same concern find the answer easier.…

Hi @Carissa, Only the Purchase Order that you will edit and mark Supervisor Approval checkbox will be affected. However, if you modify your custom transaction form to check the Supervisor Approval checkbox as default, all Purchase Orders will now skip the approval process, unless it is unmarked upon the creation of the…

Hi @jb123, Let us know if you need further assistance with this concern. 😊 Kindly provide the information needed so we can further check. Thank you! 😊

Hi @User_YMWNR, Do you find any comments for this concern helpful? 😊 Your feedback is highly appreciated. By marking Yes on the "Did this answer the question?" question, it will tag the comment as Accepted Answer. This will also help other members of the community that might encounter the same reported behavior. Thank you…

Hi Barbara, Were you able to check this? 😊 If the information provided in my previous comment was helpful. then we would greatly appreciate if you can click "Yes" on “Did this answer your question?” below the comment. This will also help other community members who might have the same concern find the answer easier. Hope…

Hi @emcee_uk, Good day! Hope you are doing well. 😊 We are currently checking this on our end and we will update you once we have more information. Thank you! 😊

Thank you for your response, @User_URA5H. 😊 I've looked into our database and as per checking, I'm afraid the ability to process the Factoring of Accounts Receivables is a system limitation. There are requests logged for this feature's availability though, the Enhancement numbers for your reference are 25725: Other…

Hi @Carissa, Another workaround is to edit the Purchase Order and mark the Supervisor Approval checkbox by a user with an Administrator role. According to SuiteAnswers Article ID: 11107, Supervisors can automatically be notified when they have requests to approve. Only an administrator can enable supervisor notification.…

Hi @Faizan, Were you able to check this? 😊 If the information provided in my previous comment was helpful, then we would greatly appreciate if you can click "Yes" on “Did this answer your question?” below the comment. This will also help other community members who might have the same concern find the answer easier. Hope…

Hi @User_QLIW8, Good day! Hope you are doing well. 😊 Kindly check SuiteAnswers Article ID 96095 Create Unapplied Vendor Prepayment Portlet on Home Dashboard. I hope this helps! 😊 ===================== If you find this reply to your question as helpful, others with the same question might find it helpful as well. By marking…

Hi @jjrccc, Good day! Hope you are doing well. 😊 I made some testing and I have confirmed that it is a standard behavior. Here is a summary of my testing: A. Sales Order already fully billed 1. Closed an Item Line of a Sales Order in Billed Status. Results: Sales Order is in Billed Status B. Newly created Sales Order 1.…

Hi @User_YMWNR, Good day! Hope you are doing well. You may create a Saved Search to achieve the daily figures. 1. On the Criteria, add the following filter: Type = Purchase Order/Sales Order Line = not equal to 0 2. On the Results, add the following fields: Field | Summary Type | Custom Label Date | Group Document Number |…

Also, upon further testing, please note that you may not use a Lead as the Master, since it cannot be a primary record of a Customer or any other record. So it does not matter whether you merge first the Lead and Customer or the Customers. As long as you select the primary record you would like to retain on the Master…

Hi @LLG, It depends on which will be the Master record. For example, Customer 2 will be the Master record. Merge first the Lead and Customer 1. Then, edit Customer 1 to merge with Customer 2 by populating Customer 2 on the Master field. After the merge, only the Master record is retained. Kindly test your merge first on…

Hi @LLG, Thank you for posting your concern here! 😊 To merge a Lead to a Customer, here are the steps you may take: 1. Click Edit on the Lead record 2. Click Merge 3. On the Master field, select Customer on the pop-up box dropdown After merging the Lead and 1 Customer, just repeat the process for the two Customers. Please…

Hi @jb123, Kindly provide some screenshots of the Create New button on the affected user and the Role page and its Permissions tab of the affected User. Please don't forget to hide any sensitive information. Also, kindly check if the Vendor Subsidiaries are restricted for the affected user and confirm if she can create a…

Hi @User_URA5H, You may check the Finance Charges feature if it will work for your business process. Finance charges are usually calculated on a monthly basis for all transactions that meet the criteria that set up by the business owner. Kindly check the following SuiteAnswers Article ID for more information: Answer Id:…

Hi @User_NC62U, Were you able to check this? 😊 If the information provided in my previous comment was helpful, then we would greatly appreciate if you can click "Yes" on “Did this answer your question?” below the comment. This will also help other community members who might have the same concern find the answer easier.…

Hi Barbara, As far as reconciliation of reports goes, filtering the report of common grounds between the transactions (e.g. Vendor Name) clears the report of unwanted entries. However, if we do want them to balance, as the ultimate goal, one creates a reversal entry that is being retained on the report as a last resort so…

You're welcome, BNB. 😊

Hi @Faizan, Good day! Hope you are doing well. 😊 Upon further checking, the ability to create Vendor Refunds is still a system limitation and is currently logged under Enhancement 100130 Vendor Refunds > Please create a process that handles vendor refunds, whether by check or credit card. The workaround documented in the…

Hi @User_IJB6M, You may consider adding the following fields in a Saved Search Results tab. Tax Item Tax Item Fields... = Rate I hope this helps! Let me know if it works for your end. 😊 =========== If you find this reply to your question as helpful, others with the same question might find it helpful as well. By marking…

Hi @jb123, Good day! Hope you are doing well. 😊 Kindly check if the Purchase Order is marked on the Customize New Bar page. I hope this helps! 😊 =============== If you find this reply to your question as helpful, others with the same question might find it helpful as well. By marking “Yes” on the “Did this answer your…

You're welcome, @nathan.smith30. 😊

Thank you for your response, Joshua. 😊 We will further check and we will update you once we have more information.

Hi @Carissa, Good day! Hope you are doing well. 😊 Closed Purchase Orders that have been re-opened and have a Pending Supervisor Approval status may be due to the following: A. Purchase Order amount is greater than Purchase Approval Limit or Purchase Limit. B. Employee assigned to the Purchase Order has an assigned Purchase…

Hi @nathan.smith30, Good day! Hope you are doing well. 😊 Upon further checking, there might be a setup that might be related to the issue. The Run Server SuiteScript and Trigger Workflows should be enabled under the Advanced Options in the Import Options step of the CSV Import. To resolve this, you may create a Saved…

Hi @LLG, Here is the link to the new thread. Thank you!

Hi @LLG, Kindly refer to this thread for your concern about Error Message: No tax agency defined for subsidiary: subsidiary GLL UK is not linked to nexus Australia. Thank you!