Hi @Chad C, sure! Let us know if you have additional questions.

Greetings, everyone! We have a fellow member, @DanishBernadeth, 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!

Hi @finding_dory, you're welcome! You can also try what Jenny has mentioned from her last comment but it did not work on my end. Hello @Jenny Shohat, thank you for your additional insight, though per testing on my end, the same error "Please specify either purchase order list or item/expense list in the request but not…

Hi @Chad C, since the fields are only available in the Invoice and not in Payment record, I tried using the Applied To Transaction but it does not return the Discount Amount. You can only source this field if you are using Invoice Transaction Saved Search. Per checking, there is also a filed Enhancement to source the…

Greetings, everyone! We have a fellow member, @Dustin S, 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!

Hi @finding_dory, I have tested the solution from the same SuiteAnswer article but I consistently get the error "Please specify either purchase order list or item/expense list in the request but not both", same as the Dominica's testing before. Here's the reason for the error: In the SuiteAnswers ID : 10020 Vendor Bill…

Hi @Chad C, following up on your confirmation for my last comment. Thank you

Hi @KNason76, If you are creating a sales order and you want to enter a new shipping address, you must select either New or Custom in the Ship to Select field. If you select New, the address you enter is also saved to the customer record. If you select Custom, the new address is not saved to the customer record. It is…

Hi @Chad C, can you confirm if the discounttotal and discountrate on the invoice are custom fields? Per checking on a standard Invoice Form, there are no such fields.

Hi @Chad C, can you confirm where the Discount is added and the field ID? Please send a screenshot of sample payment record, just make sure to hide confidential details.

Hi @Chad C, Main line refers to the Primary Information field group in a transaction record. Thus, if Main Line is set to True, only the data from the Primary Information field group can be sourced. Since you are using a Payment Transaction Saved Search and needed to source data from the Invoice, Main Line should be set to…

Hi @finding_dory, following up the exact steps you did and the results. Thank you If you needed to create separate Bills per item, you need to use different External ID number per item row in your CSV file. Note that your External ID used in the CSV file acts as the unique identification in creating records in the system,…

Hi @Chad C, The Sales Rep field from the Invoices can be sourced via Applied To Transaction : Sales Rep field. However, to be able to return this data, Main Line should be set to False. 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…

Hi Paul @User_LL9SJ, I've consulted this with our SuitePeople HR team, and they suggested to file a support case to further check your concern since there's no straightforward answer to your question and they still need to clarify some details of your concern. Apologies for the limited assistance. In the meantime, you…

Hi @finding_dory, can you tell us more of the behavior on your end? The exact steps you did and the results?

Hi @Omar Mallak, thank you for the update. Great to hear that the issue has been fixed!

Hi @Vairamuthu M, thank you for the update. We are glad that it is now working on your end.

Hi @User_FQ0VR, have you checked our last comment? Please let us know if the bundle is installed in the Production or if you are using a custom role. If you are using a custom role, try creating the saved search using the Administrator role. Thanks We would greatly appreciate if you can click "Yes" on “Did this answer the…

Greetings, everyone! We have a fellow member, @Ben Belzer, 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 October 8,…

Hi @User_FQ0VR, the saved search type should be available if the Electronic bank Payments bundle is installed. Can you confirm if the bundle is already installed in your Production account? If you are using a custom role, make sure that the minimum permissions are given to access all data and feature of the bundle. See…

Hi @Omar Mallak, can I confirm if this is the first time you are generating the file after the ZATCA Integration? Have you used the feature successfully before?

Hi @User_FQ0VR, Thank you for the clarification, if that is the case, yes it is possible via saved search. You can customize the saved search setting from the email tab based on your requirement.

Hi @User_FQ0VR, Can you confirm the actual behavior and results? How did you confirmed that the saved search is missing? To check the Saved search Bill Payment Transactions for EP, you can do the following: From Generate Bill Payment File Navigate to Payments > Bank File Generation > Generate Bill Payment File In Select…

Hi @User_FQ0VR, To add additional recipient for the Email Notifications of the Payment File Administration, enter multiple email addresses separated by semicolons in the Email Address for Payment Notification field from the Vendor record. See article 21760 Sending Payment Notifications for full details. Alternatively, you…

Greetings, everyone! We have a fellow member, @Camila O , 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!

Hi @Camila O, please let us know if you still encounter an issue on the newly customized saved search after following the article mentioned from the last comment. Thank you! 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…

Hi @Niraj Tiwari and @Vairamuthu M, Please let us know if the last comment resolves your concern. Thank you

Resposta: PEDIDO DE VENDAS Um Pedido de vendas é uma transação usada para rastrear pedidos do Cliente e converter em faturas e Vendas á vista. Pedidos de vendas não tem impacto contábil até que os itens sejam enviados, ou os serviços sejam completos. Registrar Pedidos de vendas te ajudam a rastrear o seguinte: O que o seu…

Respuesta: ORDEN DE VENTA Una orden de venta es una transacción que se utiliza para realizar un seguimiento de los pedidos de los clientes y convertirlos en facturas y ventas en efectivo. Las órdenes de ventas no tienen ningún impacto contable hasta que se envían los artículos o se completan los servicios. El registro de…

Times Up! Answer: Sales Order A sales order is a transaction that used to track customer orders and convert them into invoices and cash sales. Sales orders have no accounting impact until items are shipped or services are completed. Recording sales orders helps you track the following: What your customer has ordered What…