Thank you for posting another thread, Kenny! ? One of our gurus who has the expertise on Work Orders will further check this. Please allow us some time to investigate and get back to you with our findings. -- We need your expertise here, @Joy Noreen Magoling-Oracle and @Ivy Lopez-Oracle. Any ideas? Other community members…

Apologies for the late response, Jay. The custom sublist is also not collapsed when the page is loaded when I tested this on my end. The type of form, custom or standard entry form, also doesn't affect the view as checked. I suggest submitting an enhancement request for this behavior but here's a related enhancement I…

Thank you for posting a new thread, @ssurve! ? One of the gurus who has the expertise on item records will further check this. Please allow us some time to investigate this and get back to you with updates. We need your expertise here, @Joy Noreen Magoling-Oracle and @Ivy Lopez-Oracle. Any ideas? -- To our community…

Hi Kf, Setting up the workflow to trigger upon Item Fulfillment creation won't be possible for this scenario. We have a summary search field (Total Amount (from IR)) that calculates its value after Item Receipt has been saved and the trigger to update Total Amount (from IR- Stored) through the workflow is After Record…

Thank you for posting a new thread in the community, @Asher_123! ? One of our gurus who have the expertise on this type of search will look into this and see what action steps might be taken. Please allow us some time to investigate this and get back to you with updates. -- We need your expertise here @Joy Noreen…

Thank you for providing the information, @User_SZ0C3 ? Our scripting gurus will look into this and see what action steps might be taken. Please allow us some time to investigate this and get back to you with updates. @Mikko De La Fuente-Oracle, @Erick Dela Rosa-Oracle and @Jack Daryl Espiel-Oracle, any ideas?

Thank you for sharing the description, @User_SZ0C3. We're still checking for these values but may I ask if you'll be sourcing these through script or CSV import/export?

To help us with our investigation, @User_SZ0C3, can you share a screenshot of these values you'd like to pull from Customer record? Thank you ?

Hi Kf, Can you share the specific type of report (e.g. Inventory, Customer, Transaction saved searches or report) you'd like the sample format to be applied to so we could test this further on our end? Thank you ?

Thank you for sharing your findings to the community, Liz! ? Other users who have access to the form can change it. You can check the History tab of the Custom Transaction Form to see who might have done any changes on the setup. Please note that this page only shows who and when (date and time) was the change made and not…

Thank you for posting a new thread, Paul! ? We'll further check what actions we can do about this. Please allow us some time to investigate this and get back to you with our findings. To other community users, feel free to comment your suggestions! ?

Hi Liz, The workflow status on the steps I provided is set to Testing which means that changes from the workflow will only be applied to your account. You can change it to Released so the workflow is also executed on other accounts.

No worries, @Mahdy Abdelaziz ? Changing the type of an existing custom field will delete all of its values on all the records it is applied to. I suggest creating another custom field with Free-Form Text type in sourcing Check # to test the solution out. You can just hide the custom field with Integer type on the form…

Apologies for the late response, @Mahdy Abdelaziz. I've tested this on my account and I was able to replicate your concern when the Type of custom body field is set to Integer. When I used Free-Form Text type, the 14 digit is displayed properly on the saved search. You may also check Records Browser for Customer Payment.…

Thank you for creating another thread, Robert! ? Please allow us some time to further check this and we'll get back to you with our findings. Also, tagging my colleagues who have the expertise on your concern, @Emilia Ironov-Oracle and @Micah Timbol-Oracle, any ideas? Any other members who can share their insights? Feel…

Hi Paula, I noticed that the workflow on your screenshot is applied to Estimate. You need to create a new one to test the solution below since Record Type can no longer be changed once the workflow is already saved. I was able to make this worked on my end using LENGTH({title})>=83 formula. Here is the workflow setup you…

I tried disabling it on the form but it didn't work. I believe it is because a feature is enabled that makes the standard Class field mandatory. Set Field Display Type workflow action would do the trick ?

Hi Hakam, You can show a message if the selected account is Petty Cash and has negative balance through workflow. Below are the steps you may use as guide: When saving a Bill Payment record (Transactions > Payables > Pay Single Vendor) with negative balance for specific account, the user is redirected to an error message…

Glad you made it work! ? I'm sure setting up another workflow will be easier next time. To set the Display Type, here's a sample workflow action setup you may use as guide:

No worries, Liz ? I just added the highlighted words on your screenshot to explain it easier on what value you should change the condition to. You already set up the first Set Field Value action properly ?️ The Set Field Value workflow actions with After Field Edit Trigger On you've already created should automatically set…

You can edit these existing workflow actions, Liz ?

Thank you so much for the screenshots, Liz ? I noticed that all Customer Class values are selected as condition on each Set Field Value workflow action. This won't set the correct value on the standard Class field which you were experiencing during testing. Kindly change it to the values below. On the first Set Field Value…

Thanks, Shamie! -- Hi Robert, Upon checking, adding a custom field on the Bill Payments page is still a system limitation logged through Enhancement 193372: Customize the Bill Payment page to show a custom field, and make it mandatory > Transactions > Purchases/Vendors > Pay Bills > Bill Payment can be saved without…

Can you share screenshot/s of your workflow setup, Liz? ?

Hi Liz, You need to add another Set Field Value workflow action that will run upon loading of the transaction record so standard Class on Sales Order and Estimate records created directly from Customer record is also automatically set. Make sure that Value > Static Value > Selection for Customer Class = Direct Sales is…

Hi Liz, No need to create a separate workflow for those records. You can select both Estimate and Sales Order on Sub Types mentioned on Step 2. Please note that when selecting multiple options on Sub Types, after clicking one selection press CTRL key on your keyboard before clicking on another selection. Make sure that…

It is best to consult bill.com since, these are 3rd party bundles. But I found a document from bill.com for sync setup guide that might help you with this. You may check Oracle NetSuite Sync Setup Guide on how to setup the bundle.

Hi @User_B1J9S, Can you share the Bundle ID/Name of the bundles on your choices so we could further check these on our end? Sharing some resources that can help you with bundle installation process ? Answer Id: 10223 - Installing a Bundle Answer Id: 10220 - Choosing a Bundle to Install Answer Id: 10227 - Reviewing the…

Thank you for posting a new thread on the community, Tafara! One of gurus who has the expertise on project management will further check this and get back to you with updates ? -- We need your expertise here, @Patrick Fresnosa-Oracle. Any ideas?

Glad to see you back in the community, Martha ? One of our gurus who has the expertise on inventory saved searches/reports will further check this. Please allow us some time to investigate this and get back to you with our findings. -- To other community users, please feel free to comment your suggestions ?