O tempo está acontecendo, pessoal! Veja os detalhes abaixo para obter a resposta correta e sua explicação: Resposta correta: VERDADEIRO Explicação: Se o botão Criar depósito não estiver visível no registro do Pedido de Vendas, o motivo pode ser um dos seguintes: O status do Pedido de Vendas está Cancelado, Fechado ou…

¡Se acabó el tiempo! La respuesta correcta y su explicación figuran a continuación: Respuesta correcta: VERDADERO Explicación: Si el botón Crear depósito no está visible en el registro de Orden de ventas, el motivo debe ser uno de los siguientes: 1. El estado de la orden de venta es Cancelado, Cerrado o Facturado. 2. El…

Time's up, everyone! Kindly see details below for the correct answer and its explanation: Correct Answer: TRUE If the Create Deposit button is not visible on the Sales Order record, the reason must be one of the following: 1. The status of the Sales Order is Cancelled, Closed or Billed. 2. The Sales Order Form is of the…

Hi @Rachel_A Thank you for this. I will test this further and will let you know of the results.

Hi @Rachel_A I have recreated the report on my end and created sample transactions with Matrix items but the items do appear on my Dataset. Can you can send us the screenshots of the sample Sales Order and the Item record for further checking, note to remove confidential data.

HI @User_Z3A0R, Dunning Email Queue will list all qualified Invoices for sending for customers if the Dunning Level was updated. Note that if the Dunning level of the Customer is at maximum level or the last level, it will not be updated anymore and will not create any Dunning Email to be queued. This issue is related to…

Hi @Rachel_A Can you open the sample Orders and verify what type of Items are added and what is the set Income Account from the Item record?

Hi @User_URM5D, A gentle follow up on your answer to the following questions: Can I confirm if this is happening for only for Cash Sale record? Is the checkmark defaulting to Credit Card Approved? Is there any changes in the Custom Form or the Payment Processing Profile?

Hi @ShaunH, 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 @User_URM5D, Can I confirm if this is happening for only for Cash Sale record? Is the checkmark defaulting to Credit Card Approved? Is there any changes in the Custom Form or the Payment Processing Profile?

Hi @ShaunH, When the Send Email Alerts When Records are Created/Updated is checked, it is a standard behavior that the email alert will be sent whenever the Customer record is changed for any of its fields. To restrict the email alert for any changes for specific field/s, use the Update Fields subtab from the Email tab of…

Hi @User_64PY4, A gentle follow up on the needed information. Thanks!

Hi @User_RM0BQ, Contact details cannot be added on the Main Line of a Customer record on a standard setup. Can you confirm what specific field are you trying to source so we can consult if it is possible via workflow customization. Is it a standard or custom field?

Hi @User_64PY4, Can you send us screenshot of the Subsidiary record and Location record. Kindly confirm also the Subsidiary of the set Vendor and if it has a Default Location on the Subsidiary record.

Hi @Usernametaken, Are you using a custom workflow approval?

Hi @Usernametaken, Can I confirm what Approval Process are you using in your Purchase Orders? Some approval process does not allow the creator of the record to be the same as the approver.

Hi @User_64PY4, Can you tell us the exact steps you did and what page did you process the record? You can also send screenshots, just make sure to hide/remove confidential data. We updated it to an active location and tried generating POs from PR but still got the same error. Can you confirm if you tried to process the…

Hi @Usernametaken, Making copy of an approved transaction does not mean it will also copy the transaction status. If you have an Approval Process, the newly created record from Make Copy function will also undergo in the Approval process. Let me know if you have clarification. Thanks!

Hi @AhmedM, 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 @User_C2BGJ, 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 @AhmedM, According to SuiteAnswers Article ID: 49812, if the sending channel is email, the system validates the email recipients upon saving the customer or vendor record and when sending the e-document. You can change the Sending Channel setting on your account if you do not want to send the document via email.

Hi @Jel Fermindoza, Billing Schedule is a predetermined timetable on when the Customer must be billed, you can set the exact date or month on when to bill but conditions if the order is fulfilled cannot be set through a billing schedule. If you have a contract on what date the order should be fulfilled, you can set that…

Hi @User_C2BGJ, No, this is not possible for transactions processed via Electronic Payments. If Electronic Bank Payment is used, it will have its own auto-generated number Check number created upon creation of Bill Payment after submission of the PFA. The Electronic Bank Payments SuiteApp also provides a check verification…

Hi @User_6G058 Can you explain this further "Now, how do I get it to show up on the sales order/estimate/receipt/invoice?" If you mark the Enable Item Line Shipping on the Sales Order, Item Fulfillment and Invoices will automatically follow the Ship To details set in the SO. Addresses added directly from the Customer…

Hi @User_64PY4, Can you confirm if you have a custom workflow deployed in the Purchase Order record, especially approval workflow or a workflow that will default location. You can check the workflows under Customization > scripting > Scripted Records > Purchase Orders.

Hi @Deepak Joseph, The only workaround we can think of is to add the Sales team field to the transaction record or create a similar custom field.

Hi @User_64PY4, Ensure that there are no special characters on the CSV file and that it contains the exact same values on the UI or manually type the values on the CSV file.

Hi @hailey, While waiting for the Support team, you can review the following articles: 3 Way Match Vendor Bill Approval Workflow 3 Way Match Vendor Bill Approval States Setting Up 3 Way Match Vendor Bill Approval Workflow for Purchase Order Approval is in the Last State but the Order Status is still Pending Approval

Hi @hailey, Unfortunately, since this is a performance issue involving a workflow, this will be best handled by Support team as they have the necessary tools to investigate on your concern further. Community guru can only test to a standard test account and it is not possible to recreate the performance issues like this.…

Hi @Intelligere1.0, It will depend on how fast you can process the pre-requisites in obtaining the SuiteApp and the availability of the details you'll be needing for the HSBC documents. Kindly see article 106957 Payment Automation SuiteApp and Installation Processes and 107722 Installing the Payment Automation SuiteApp. In…