Hi @GSONI, Since there is no direct link between the Sales Order and Credit Memo, even in SuiteAnalytics Workbook, this is also not possible. Thank you! 😊

Hi @mdmcwhorter, Good day! Hope you are doing well. 😊 Kindly confirm if your setup is set to Hold. Please be advised that when it is set to Hold, a Sales Order will be created and will be in Pending Fulfilment that can be processed. If it is set to Cancelled, a Sales Order will be created but in Cancelled status. Thank…

Hi @Floortje Hoogstede, Please be advised that the standard behavior is that when items of the sales order are removed from the invoice, they will be unlinked. Kindly check if the Sales Order has been billed, hence, when billing it shows no Item. Thank you! 😊

Hi @User_YYHE9, Kindly add Summary Type = Maximum to the Formula (Numeric). Thank you! 😊

Hi @Vernita, Thank you for creating this thread. 😊 Hi, Everyone! You are welcome to join the conversation and share your insights.

Hi @Pallavi1903, Let us know if you were able to check this. Thank you! 😊

Hi @User_YYHE9, Good day! Hope you are doing well. 😊 You may achieve this in an Invoice Saved Search by adding the following Criteria filters and Results fields: Criteria: Type = Invoice Status = Invoice:Paid In Full Results: Field | Summary Type Document Number | Group Formula (Numeric) =…

Hi @GSONI, As mentioned, we may only run an Invoice Saved Search to show the Sales Orders with related Invoices and Credit Memos. If we use a Sales Order Saved Search, it will not show the Credit Memos. The workaround I can think of is to create both Saved Search and combine them in Excel. Thank you! 😊

ご担当者様、 いつもお世話になっております。 本日はアクセスいただき有り難うございます。またこのスレッドを作成していただき、まことに有難うございます。 我々の専門家が依頼を確認し、初期調査を行いますので、少々お待ちください。 なお、日本語対応チームは月曜日から金曜日の午前8時から午後6時まで対応しております。この件について進展があり次第、再度ご連絡いたします。 他のメンバーの皆様も、このスレッドにコメントし、ご意見や提案を共有していただけますと幸いです。 よろしくお願いいたします。

Hi @Vernita, Thank you for creating this thread. 😊 Hi, Everyone! You are welcome to join the conversation and share your insights.

Hi @Owen Ramirez, Thank you for creating this thread. 😊 Hello, everyone! We warmly invite you to join the conversation and share your valuable insights with us.

Hi @marcobalduini, Thank you for creating this thread. 😊 Hi, Everyone! You are welcome to join the conversation and share your insights.

Hi @Pallavi1903, Good day! Hope you are doing well. 😊 EFT Saved Searches are used to retrieve the transactions to be included in the payment file. You may use it as a guide and further define it. If you are approving Bill Payments for Electronic Bank Payment, please note that you should change the Status filter because the…

Hi @User_YYHE9, Good day! Hope you are doing well. 😊 Kindly confirm if you were trying to customize an EFT template or find a native EFT template available. Thank you! 😊

Thank you for your response, Greg. 😊 Is this a Special Order? If not, kindly provide steps to reproduce your concern. Also, does the purchasing order items screen also mean Item Fulfillment, or is related to Purchase Order? You may also attach screenshots so we may further check just please note to hide any sensitive…

Hi @User_O0EYC, Thank you for creating this thread. 😊 Hi, Everyone! You are welcome to join the conversation and share your insights.

Hi @Dext3r, Thank you for creating this thread. 😊 Hi, Everyone! You are welcome to join the conversation and share your insights.

Hi @Brian Finlay, Good day! Hope you are doing well. 😊 Kindly confirm if you are using a custom workflow for Purchase Approval Routing. Thank you! 😊

You're welcome, @kees.netsuiteadmin. Appreciate your understanding! 😊

Hi @Greg Ebel, Kindly confirm if you are using the Dropship feature for creating the Purchase Order of the Sales Order. Thank you! 😊

Hi Kedalene, Were you able to test if this works on your end? Thank you! 😊

Hi Kedalene, Let us know if you were able to check this. Thank you! 😊

Thank you for your clarification, @kees.netsuiteadmin. 😊 Upon checking, the ability to automate the creation of Sales Orders is not yet an available standard functionality. This may be possible with an integration or custom solutions. You may try reaching out to your Account Manager should this feature be really needed so…

Thank you for your insights, Tigran! 😊 Hi @User_OGQAD, Kindly confirm if she is creating a new Purchase Order or editing an existing one. Also, is this happening to all users? Thank you! 😊

Hi Kedalene, This is possible by grouping the Account: Name (GL-style) field. This will show the subtotal for each account. I hope this helps! 😊

Hi Kedalene, Saved Search can show the Old Value and New Value but you still need to click View on each line to show the changes. The results only returns how it is from the System Information tab. Thank you! 😊

Hi @Elina Kourouzidou, Thank you for creating this thread. 😊 Hi, Everyone! You are welcome to join the conversation and share your insights.

Hi @HX_SUBHANKAR, Thank you for creating this thread. 😊 Hello, everyone! We warmly invite you to join the conversation and share your valuable insights with us.

Hi @Vernita, Thank you for creating this thread. 😊 Hi, Everyone! You are welcome to join the conversation and share your insights.

Hi @Dext3r, Thank you for creating this thread. 😊 Hello, everyone! We warmly invite you to join the conversation and share your valuable insights with us.