I totally agree with what you shared @"NS_YB" as I have the same test results on my end. The Accounting Preferences mentioned on 74441 - Display Item Components on Picking Ticket, when enabled, is applied across all transaction records. After some research and testing, we can disable these preferences so the components are…

Glad to have you with us today, @"Martha Hakes" Let us test this further on our end and get back to you with the results. Any other users who share the same concern? Please feel free to comment on this thread too @"Pauline Joy Cac-Oracle"

That's great to hear, Matt! Thank you for sharing the result on your end @"Pauline Joy Cac-Oracle"

I see that you're trying to set the Sales Description column value on System Information tab > Translation sublist to the value set on Purchase Description on Purchasing/Inventory tab. As of now, the Translation Sublist Fields are not yet exposed on workflows. The Sales Description listed on the Field dropdown option of…

Just saw your attachment, @"Jay Schwausch". It seems that you're pulling the description form another record. To help me test this further on my end, may I ask for the following information? * From what record is the Description line field should be sourced from? * On what record is the Purchase Description line field…

Glad to have you with us today, @"Jay Schwausch". Just to clarify, is the Description manually typed in by the user on a Purchase Order record and the Purchase Description line field should also have the same value? If this is the case, the Set Field Value workflow action should be triggered after the Description has been…

No worries, Meherin. Glad to help @"Pauline Joy Cac-Oracle"

Upon further testing, same form will be used for the Lead, Prospect and Customer records when a custom form is set as default form a specific role. I suggest creating a form where all other fields are set to Inline Text or Disabled and a workflow with the setup below that will set the custom form upon creation and editing…

Glad to have you with us today, @"4180980" We'll further test the saved search on our end and get back to you with the results @"Pauline Joy Cac-Oracle"

I agree, @"Charles B", implementing this scenario through workflow is possible. We'll investigate this further on our end and get back to you with the results @"Pauline Joy Cac-Oracle"

Hi @"4275646", I created a separate thread from how to include item fulfillement number on invoice PDF template ? to discuss how to display related Item Fulfillment on printed Sales Order record. Here are the steps you may follow in implementing this on your end. * Create a Transaction Saved Search* Navigate to Lists >…

Just to add on my previous response, there's an existing enhancement (88474 - Transactions > Customer would like the ability to put the "Terms" for a Customer on the Return Authorization and/or Credit Memo forms) already logged for the request to add the standard Terms field on Return Authorization and Credit Memo records.…

No worries, @"NS_YB" Let us know if you have further concerns. @"Pauline Joy Cac-Oracle"

The standard Terms field is not exposed on both records by design. In order to display the field on these records, we need to create a custom transaction body field that sources the list of available terms as an alternate solution. Here are the steps you may follow to display Terms on Credit Memo and Return Authorization…

Since the Cashback Sublist is not yet exposed on Workflow, setting a default value for Department line field on this sublist is not possible through basic customization. As @"Mikko De La Fuente-Oracle" suggested, we can implement this through scripting as an alternate solution @"Pauline Joy Cac-Oracle"

Let us check this on our end to see what may have caused the issue, @"Kenny Wise". Does anyone experienced the same concern? Please feel free to comment on this thread @"Pauline Joy Cac-Oracle"

As of now, the only available sublist on workflow for Deposit where actions can be applied to is the Items Sublist. Cashback sublist is not yet exposed. Let's ask our scripting experts, @"Mikko De La Fuente-Oracle" and @"Erick Dela Rosa-Oracle", if scripting is a possible workaround. @"Pauline Joy Cac-Oracle"

That's great to hear, Matt! I'm glad I was able to help @"Pauline Joy Cac-Oracle"

Hi @"4275646", In order to display the field on the printed invoice, we need to create a custom transaction body field that will source the related item fulfillment. You may follow these steps. * Create a Transaction Saved Search* Navigate to Lists > Search > Saved Searches > New * Click Transactions * Set the values on…

One of the current limitations of summary search custom fields is that the field won't be available in search results because its value is not stored. You may check SuiteAnswers ID: 31727 - Creating Custom Fields with Values Derived from Summary Search Results for more information on this type of field. A possible…

Is the issue with the top header still encountered even after clearing the cache of the browser, @"Stuart Cameron"? @"Pauline Joy Cac-Oracle"

I agree, @"lraynor", the ability to attach documents/files is available on online forms for Case and Customer records. However, for Custom Records, this feature is still logged as an enhancement (289788 - Provide a way for customers to attach an image or document file to an Online Form on Custom Record) and we don't have a…

This is an interesting question, @"Tybrneryan". Can you show us a sample screenshot of the information you'd like to add as sublist on Item Fulfillment so we could further test this on our end? Please make sure that any confidential data is removed from the screenshot. Anyone experiencing the same concern? Feel free to…

I was able to compute for the 2/3 of two dates on Purchase Order record by using the formula below on the custom transaction line field. {custcol_manufacturingdate}+((ROUND((ROUND((({custcol_expirydate}-{custcol_manufacturingdate})/3)))*2))+1) Here's the formula breakdown: * {custcol_expirydate}-{custcol_manufacturingdate}…

That's an interesting question, @"CDuf". Let us further check this on our end. Is anyone also encountering the same concern? Please feel free to share on this thread @"Pauline Joy Cac-Oracle"

Updating the Price Level on Customer and Lead records is also possible through workflow, @"4180980" I suggest creating a scheduled workflow with the setup below. You may use the saved search you've initially created on the Saved Search Filter but here's the sample saved search I used. To test the workflow, set the Release…

It's somehow related to the thread (Restrict ability to create 'new' items on a field) @"Mikko De La Fuente-Oracle" linked. However, the ability to set the permission in creating addresses is still logged as an enhancement. We'll further check and let you know if this is possible through scripting. For now, you may vote…

To add the Amount (Line) on the Condition, we need to add a Set Field Value workflow action on a Sublist Action Group. Here's the workflow setup on my end. On the sample Sales Order record below, one of the items added is greater than 400. The custom transaction body field must be updated by the workflow. Here, the…

Setting the display type is only available for the Item sublist fields through workflow as of now. Since the Exchange Rate is under Expense sublist, we can create and deploy a client script that will set the Exchange Rate column to disabled. Here's the sample code I used on my end. //Client Script, Validate Line: function…

Glad to help, @"Martha Hakes"