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Hi, Would it be possible to send as well a screenshot of what it is showing on the Sales Order record? Thank you, Joahnna

Hi, Thank you for sharing your thoughts. Have a great day!

Hi, I think Scheduled Workflow would do it. Create a different Saved Search with the criteria you want and apply it to the Workflow. Be sure to be specific to the Saved Search Criteria so that once the workflow executes, it will uncheck only the Sales Orders that needed to be unchecked. You may use the previous workflow as…

Hi, Just to confirm, you want it to be mandatory and automatically populated? Or just automatically populated? If it needs to be mandatory, Edit the custom segment. Click the Validation & Defaulting subtab. Check the Mandatory box. Click Save. If you need it to be automatically populated with values depending on the…

Hi, Just to confirm, what you want to do is to create a Custom Line Field that will show the value of the Ship Date on the Sales Order even if the Supply Chain Allocation is enabled. The Custom Line Field will be then used in a Saved Search. Kindly check SuiteAnswers ID Show Expected Ship Date on Reports and Saved Searches…

Hi, To ensure that this concern is not a defect, I think it is best to create a file to the general operations team so that they may be able to check this well. Thank you for understanding, Joahnna

Hi, Please note that before we can use the workflow to set the value of the "Statistical Procedure" Custom Field on the Invoice form, we need to confirm if we can manually enter the value on Invoice form while on Edit mode. Would it be possible to check if this can be set manually and what happens if the workflow is not…

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Hi, Have you checked under the Custom tab of the Item record? If it still not there, kindly make sure that the field is being shown on the Custom Form. Thank you, Joahnna

Hi, Thank you for posting and welcome to the community! Please allow our gurus to check into this. To other members, feel free to share your insights. Have a great day!

Hi, Thank you for posting and welcome back! Please allow our gurus to check into this. To other members, feel free to share your insights. Have a great day!

Hi, Thank you for posting and welcome back! Please allow our gurus to check into this. To other members, feel free to share your insights. Have a great day!

Hi, Thank you for posting and welcome back! Please allow our Advanced Accounting gurus to check into this. To other members, feel free to share your insights. Have a great day!

Hi, Upon checking, this is a system limitation for now. The following related Enhancement Requests have been filed for the possibility of implementing those features in the future: Enhancement 121756 Allow a Custom Transaction Column Field from Item Fulfilment to be sourced by a Custom Tranaction Field in Cash Sale You can…

Hi, Based on my understanding, you want to know if the checkbox will auto unchecked once the criteria is not met anymore. The answer is no unless you uncheck it manually or create another saved search and another workflow for it. Hope this works 😊

Hi, Would it be possible to send a screenshot of the setup of the Custom Segment you've created? Thank you, Joahnna

Hi, I am not quite sure if I am understanding the customization needed. Based on my understanding, you have created a custom field named Clearing Location and the standard field MAKE INVENTORY AVAILABLE checkbox is unchecked. I have not been able to follow what the customization should be. Would it be possible to let me…

For the part where you want to remove fields for the Customer Center, Remove Fields on Customer Center 1. Navigate to Customization > Forms > Transaction Forms 2. Click Edit or Customize on your preferred form 3. Click on Screenfields tab 4. Uncheck on the Show checkbox on the fields you don't want t o show on the Customer…

Hi, Upon checking, setting up a landing page for Customer Center is a system limitation for now. The following related Enhancement Requests have been filed for the possibility of implementing those features in the future: Enhancement 103311 Customizable 'Welcome Page Navigation Portlet'. You can vote for the Enhancement…

Hi, Upon checking, this is a system limitation for now. The following related Enhancement Requests have been filed for the possibility of implementing those features in the future: Enhancement 550854 Manufacturing Work In Process (WIP) feature > Work Order Issue > Components > Add Transaction Line Field You can vote for…

Hi, When you mentioned "I'd like to edit the components section of the work order issue form to include description and ideally line number but I can't even find the components sublist to try and do so." do you mean to say to move some fields under the Components tab? Thank you, Joahnna

Hi, Would it be possible to send screenshots of the setup of the Custom Fields that are used on the said workflow so that we may be able to test in in our end? Thank you, Joahnna

Hi, I think this has something to do with the Work Order being created. If the number doesn't show up, it usually means that the Work order is not created yet. Kindly make sure that the Sales Order is approved then click on the Work Order you showed and be sure that it is saved. Thank you, Joahnna

Hi, Thank you for posting and welcome back! Please allow our gurus to check into this. To other members, feel free to share your insights. Have a great day!

Hi, Thank you for posting and welcome back! Please allow our gurus to check into this. To other members, feel free to share your insights. Have a great day!

Hi, That is what the solution I found so far. Let us know about your thoughts, Joahnna

Hi, Would it be possible to double check if the Amount Fixed Rate (under Custom tab) has values on the record? Or if you are pulling the correct field on the report? Since on the screenshot you sent, we can only see the Amount Fixed Rate line 2. Kindly double check the records that the report is pulling as you might…

Hi, To confirm, what you want to do is for the Shipping Address to be automatically saved without the need to edit the Address pop-up? Thank you, Joahnna

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