Hi @User_YPN6V, have you seen our last comment? Let us know if the information provided was helpful. We would greatly appreciate if you can click "Yes" on “Did this answer your question?” on the previous comment. This will also help other community members who might have the same concern find the answer easier.

Hi @Marie4455, Sure! Just let us know if you have further questions. Thanks

Hi @SouthernSun, we appreciate your dedication to sharing your knowledge with others. Hello @Marie4455, let us know if you have further question for this thread so we can ask the customization team for further assistance as the only workaround here is creation of custom field and a custom workflow.

Greetings, everyone! We have a fellow member, @User_IE1TF, 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 Sept. 19,…

Thank you @SouthernSun for sharing your insights on this! Hi @User_FQ0VR, you can check the last comment of @SouthernSun if that will be applicable on your end.

Hi @User_YPN6V, you can Void the Bill Credits by editing the record and clicking the Void button. See article 37347 Void a Bill Credit for more details. Please let me know if this resolves your concern. If you find this reply to your question as helpful, others with the same question might find it helpful as well. By…

Hi @brocha, kindly confirm also if these fields are available only when using certain bundle or module or a custom field as both fields are not available on a standard account.

Hi @Vernita, Please let us know if you have further questions for this concern. We would greatly appreciate if you can click "Yes" on “Did this answer your question?” on the previous comment. This will also help other community members who might have the same concern find the answer easier.

Hi @brocha, can you confirm what are the exact fields added in the customized Sales by Customer Detail report to source the Total Item Tax Amount and Total Invoice Amount? Upon checking, the only fields available to be added are 'Total Sales Tax' and 'Transaction Total,' but they do not show any values in the report on my…

Thank you @Amanda Edwards for sharing your insights on this! Hi @Vernita, there are no specific fields to classify the Vendor for the mode of payment. Though, you can add this information this under the Memo field or create a custom field if necessary. On the other hand, the Entity Bank (Vendor) field is not mandatory to…

Hi @Vismay Barot, Per checking, it is a standard behavior that rate/ amount will change when the Vendor name is changed. By design, the amount/rates change and follows the below hierarchy: Preferred Vendor set in the item record. Purchase Price set in the item record. Last purchase rate use in the previous transaction. The…

Hi @User_FQ0VR, A gentle follow up on your confirmation about the EIN field. Also, please let me know if you chose to implement the workaround and if you have further questions.

Hi @DanishBernadeth, thank you for sharing your insights on this! Hi @User_MO40Z, Vendor prepayment will only appear on the results if the Main Line is set to True while the Bills will only appear if the Main Line is False. To return all Applying Transactions of Purchase Order, you can set the Main Line to Either. You can…

Greetings, everyone! We have a fellow member, @User_FQ0VR, 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 @User_FQ0VR, As per verification, the standard EIN field is only available under Company Information and Subsidiary record. Can you confirm if the EIN from the Vendor record is a custom field or a field from a bundle? Please provide the Field ID name. Alternatively, you can follow your proposed workaround. Retain the…

Hi @User_FQ0VR, Have you seen our last comment? Let us know if the solution provided resolves your concern. 

Hi @User_FQ0VR, You're welcome! Please let us know if the issue persists after clearing the Browser's Cache. We would greatly appreciate if you can click "Yes" on “Did this answer your question?” on the previous comment. This will also help other community members who might have the same concern find the answer easier

Hi @User_FQ0VR, can you confirm if the error is reproducible only for custom roles? If yes, kindly see the details below. Please make sure that the custom role has all the minimum permission to access all Electronic Payment records. Edit the Custom Role by navigating to Setup > Users/Roles > Manage Roles > edit the…

Hi @User_FQ0VR, Per checking, the new Permission error you are reporting is different from the original error reported in this thread. I noticed that you already started a new thread for this additional concern. With this, I will reply the details on the thread Electronic Bank Payment Defect Issue.

Greetings, everyone! We have a fellow member, @Ginu, 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 Sept. 12, 2 PM…

Hi @User_FQ0VR, can you confirm if the issue is only happening using one specific role and user? Is the behavior reproducible using other browsers? If no, kindly perform clearing of browser's cache, refer to article 38183 When to Clear Browser Cache and Cookies.

Hi @Jessie P, let me know if you have further questions for this concern. Thank you!

Hi @User_FQ0VR, Is the EIN a custom field? Please provide the field name and id.

Greetings, everyone! We have a fellow member, @User_S6FVQ , 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!

Greetings, everyone! We have a fellow member, @User_Q3A12 , 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 @User_FQ0VR, please let us know if you have additional question for this concern. Thank you

Hi @Jessie P, Per checking, the Send Email function is coming from a state event of the 3 way Match Vendor Bill Approval workflow. As mentioned on your another thread AP Approvals Approve and Reject duplicate buttons, the two approval workflows causes the duplicate button. If you are using the Vendor Bill Approval Routing…

Hi @Jessie P, per screenshot you sent from thread Vendor Bill email approval turned off for deployed workflows under Vendor Bill record. The reason for the duplicate button is because you have two approval workflows deployed in the Vendor Bill record, one is the 3 way Match Vendor Bill Approval and another one is the…

Hi @Kiya L, the Enhancement request mentioned above is filed mainly to include all applied Invoices/Bills and Credit memos in the Payment voucher. Once the Credit memo data can be added, the template format can be modified based on the one-line total requirement. Unfortunately, sourcing the Credit Memo data in Payment…

Hi @Jessie P, Per checking, the standard Vendor Bill Approval Routing Workflow from the bundle 240841 does not include an action to send email notifications. Can you confirm if you made a copy of the workflow and added an action for sending of emails? Kindly send a screenshot of the Workflows tab of the scripted records of…