Hi @JARC - Jordan Roberts , Thank you for the added details, I will try to replicate the whole setup on our standard account and see the behavior. I will let you know if there are updates.

Hi @User_IJB6M, What is the Quantity and Amount of item lines from PO? and in Bill? Can you send the screenshot of the affected record? Make sure to remove confidential data.

Hi @JARC - Jordan Roberts , Can you send the screenshot of the affected dashboards and the center tab so we can recreate the whole setup. Make sure to remove confidential data on the screenshots.

Hi @AhmedM, SuiteAnswer article 49812 Creating Custom Methods for Sending E-Documents: Editing an E-Document Sending Method Record To edit an e-document sending method record, go to Setup > E-Documents > E-Document Sending Methods. Open the e-document sending method in edit mode and modify information as needed, then…

Hi @User_W4IVS, Can I confirm if you are using the Long name of the State in the CSV file for mapping or the short Name? I found the Enhancement 730779 CSV Import: Vendor record Addresses using State Long Name is showing Blank. The documented alternative solution is use the Short Name for States as found in Setup > Company…

Greetings, everyone! We have a fellow member, @User_BARRP, who could use our assistance. Please don't hesitate to share your knowledge and best practices to help them out. Your input is highly valued and appreciated! In the meantime, you might be interested in participating in our Pop Quiz#1 & Pop Quiz#2 . You only have…

Hi @emcee_uk, A gentle follow up on the needed details. Thanks!

Hi @emcee_uk, When is the start date of the Subscription? and the Renewal Start Date? What is the type of Renewal? Create New Subscription or Extend Existing Subscription. When is the Effective Start Date of the Modify Pricing Change Order? What is the Invoice Date and date of creation?

Hi @HWCA-Treasurer, There's no other standard way to create Invoices other than creating manually per customer/member or creating in bulk via CSV Import. For CSV Import, you may first create a Member's Saved Search with Category of "Developed". Then export the data and use as the CSV file to add other data to be imported…

Hi @HWCA-Treasurer, Are you trying to create Invoices from Expense report or Vendor Bill record or you are trying to create standalone Invoices? The navigation you showed for Invoice Billable Members is the navigation when creating Invoices from Items, Time or Expenses which is only possible if you enabled Bill Cost to…

Greetings, everyone! We have a fellow member, @User_IJB6M, who could use our assistance. Please don't hesitate to share your knowledge and best practices to help them out. Your input is highly valued and appreciated! In the meantime, you might be interested in participating in our Pop Quiz . You only have until April 30,…

Hi @HWCA-Treasurer, Can you confirm and send screenshots of the transactions where the Billable checkbox is marked for the items? If you are trying to Bill Costs to Customers, used Invoice Billable Member's page. While if you are trying to bill regular non-billable items, you can process the Orders via Invoice Sales…

Hi @User_LC1BW, Just checking in if you were to see the previous comments. Let us know also your confirmation regarding the additional question.

Hi @emcee_uk, A gentle follow up on the needed details. Thanks

Hi @User_LC1BW, You can use the Parent-Child Relationship, however, a child customer can only be linked to one Parent Customer. See article Creating a Parent-Child Relationship. In transaction records, you only need to linked the related party but transactions of ABCs will not involved transactions for XYZ and WDT? For…

Hi @emcee_uk, Kindly send the steps to reproduce and the actual results, send also the screenshot of the record. Make sure to remove all confidential data. Thanks!

Hi @User_LWEMD, Per checking, the desired result is not possible because you are using a One Time item type. One Time items are supposedly billed once during the Subscription I tested a few setup but it is also not possible in Recurring Item type. The 50% total amount to be invoice automatically is only possible if the…

Hi @HWCA-Treasurer, Can you remove the Bill Date From and To to check if records will appear? Kindly confirm also the navigation for Invoice Members page.

Hi @User_LC1BW, Can you explain further your concern and the expected result? Thank you!

Greetings, everyone! We have a fellow member, @Marie4455, who could use our assistance. Please don't hesitate to share your knowledge and best practices to help them out. Your input is highly valued and appreciated! In the meantime, you might be interested in participating in our Weekly Quiz. You only have until April 24,…

Hi @User_URM5D, Kindly provide the needed details below: Is there any changes in the Custom Form or the Payment Processing Profile? Can you confirm if the Credit Card Approved and Charge CC checkbox are both visible on the Cash Sale form? Try setting the Custom Form to Standard Customer Payment and see if the behavior is…

Hi @User_RM0BQ, Just checking in if you were to see the previous comments. Let us know if you need clarifications. Thanks! We would greatly appreciate if you can click "Yes" on “Did this answer the question?” below the comment/s that helped in your concern. Doing so will help other community members who might have the same…

Hi @Eklon Eleuterio, As mentioned by MJ the feature you needed is not yet available. You can go to SuiteIdeas page to create a SuiteIdea for this. We apologize for any inconvenience this limitation may be causing you.

Hi @User_LWEMD, The screenshots cannot be viewed, can you please resend the 2 snapshots? Kindly confirm also if the specifics mentioned above are the desired outcome or the issue encountered?

Hi @Elizabeth Vance , Per checking, this is currently a system limitation. There is already a filed Enhancement for the same request which is the 800146 Purchase Order > Add Multiple > Ability to automatically use the Main Line Location on Item Line Location when Items are added thru Add Multiple. The documented…

Hi @Rachel_A Is this a Special Order? Since there is a Created PO attached to the SO item lines? Please send us also the Matrix tab of the Item record for both the Matrix Item and Sub Item .

Hi @User_URM5D, Is there any changes in the Custom Form or the Payment Processing Profile? Can you confirm if the Credit Card Approved and Charge CC checkbox are both visible on the Cash Sale form? Try setting the Custom Form to Standard Customer Payment and see if the behavior is the same.

Hi @User_RM0BQ, I consulted to our Customization team who are the experts in Workflows and this is what they said: The Primary Contact field is visible on the Customer form, but it’s not available as a joinable record or accessible in workflow condition logic like a typical custom or standard field. It’s also not exposed…

Hi @Rachel_A I consulted to SCM team and they also can't reproduce the same issue on their end. Can you confirm if the PO is a Dropship?

みなさん、時間です！ 正しい解答とその説明については、次の詳細を参照してください。 説明: 注文書レコードに「預入を作成」ボタンが表示されない場合、理由は次のいずれかの可能性があります。 1. 注文書のステータスは「取消済」、「終了済」または「請求済」です。 2. 「注文書フォーム」が「標準注文書タイプ」で、「支払方法」フィールドが空白ではありません。 3. 注文書フォームは現金売上タイプです。 4. 「注文書」フォームは、「預入の作成」ボタンが表示されないようにカスタマイズされています。 記事21653 Create Deposit Button is not available on the Sales Order…