So you are importing to the time tracking with the employee in correct format? I did not use the internal ID of the project I used the ID and Name I did not see the internal ID option to set on the customer field. Try to update the project to be a concatenated string of the ID/Name into the customer field of the time…

Are the employees listed as resource allocation under the project?

You can you must have the employee listed as a resource allocation first, then you can import time tracking for the employee, you would use the complete id and name of the project in the customer field of the time tracking. I hope this helps. Please let me know if you need more details. Importing a resource allocation…

do you want totals of each transaction per subsidiary? Or a count of how many transactions per subsidiary? I may still not be understanding what you are looking for.

Anytime, happy to help.

Happy to help

can you explain what you are asking for in more detail. What are you looking for when you say related parties? What type of reporting are you trying to accomplish?

There are two ways. One is when you use inline edit. The other is a delete script which I would not recommend unless you are an administrator. For the inline edit delete you will need to do the following. Note that you cannot undo if you delete the wrong item. So only delete in cases you absolutely need to.

if there is no transactions on the items you would need to be able to identify them in a saved search and can delete them in bulk. To identify them either mark them all as inactive or add an Z- in front of the item number. How many items are there?

Sounds like you are using the customer field and not the employee on the import. I hope this helps Scenario User performed a CSV import of Time Entries and encountered the error: "Invalid customer reference key XX for employee XX". The imported CSV file contains Customer column but the values came from the Project records.…

Are the entity bank details setup on the vendor record? Here are some suite answers that may help. https://suiteanswers.custhelp.com/app/answers/detail/a_id/23092 https://suiteanswers.custhelp.com/app/answers/detail/a_id/69426/loc/en_US https://suiteanswers.custhelp.com/app/answers/detail/a_id/85938/loc/en_US

Are you using an advanced PDF or Standard? It sounds like you are using the advanced.

when you test this limit your search to 20 or less. When you test a scheduled workflow it will only process 20 transactions and this will help you validate your expected results.

Yes since the data you are pulling is all header level data main line should be true. Otherwise you will get duplicate lines.

this would make a good scheduled workflow that runs each day at the end of the day if that works for your business. You would create a search for all invoices paid in full where the field is not NO EWT to identify the transactions that require the change and then on the state you would have on entry set field value to NO…

we use the subsidiary logo and a brand logo on our forms. You have to change it to look for the subsidiary and the logo field id from the subsidiary record. If the transaction does not have a subsidiary field on the transaction record you can source it from the created from.subsidiary.subsidiary logo id I can provide an…

we need a Houston users group

false

True

you cant create an action based on the native button. However you can create an action based in the cancel event type. The trigger would have to be either before record submit or after record submit and then you would choose the event type of cancel. Hope this helps.

The location configuration is a record. You should be able to use the internal id of the location configuration to update each record. This would allow you to update the locations within one file. I am not sure if this helps. There is a suite answers that is similar to this that shows how to change the reorder point when…

Invoice

A list filter is limited, you can add the customer main line: Name joined field which will allow you to type the customers Name/ID in the filter rather than select the name from a list. I hope this helps you achieve what you are looking for. you should be able to use the % wild card in this search filter as well.

you will need a formula to accomplish this as well as grouping. in the results tab you will want a formula Numeric - Summary Type Sum or you can use Max your formula numeric will be CASE WHEN {inventorylocation}='Location A' THEN {locationquantityonhand} ELSE 0 END You will need to make this formula for every location and…

Nevermind I solved it. My cross subsidiary rules did not all copy over with a refresh. O

Are you wanting to import vendors as approved? Or are you worried that updating the vendor would result in a re-approval? If you import without running workflows or scripts it would not enter the workflow. However, I do not know how you have it set up. We set ours up so if you import a vendor for implementation/cutover and…

Vendor (Entity) approval? Sounds like you have a workflow for the approval.

I figured it out we had websites enabled. Will the tabs allow you to create a link that you can have in the employee center as a link so they can go to it?

yes but it makes you pick a website

Subsidiary