Since you only want to give View access to the extent feasible, it may be easiest in this case to start with a new role (instead of customizing a standard one). While it is usually best practice to start from a standard role, in this case you would need to edit all permissions. Another quick way to get a feel for all…

Have you tried adding it using the field id? Generally, you can add a field in an advanced PDF template this way in the form of ${record.fieldid}

Are these vendors you do business with on a regular basis? Since you have already made the payments, why not just apply the existing bill payments to other/future bills directly? The bill payments should already show up in match bank data, and your AP team will have the correct information for the payments that were…

To @Dominica Sevilla-Oracle's point, Vendor Prepayment and Bill Credits are both paying transactions, along with Bill Payments. All three are applied to Vendor Bills to pay them. You could apply a Vendor Prepayment, a Bill Credit, and a Bill Payment all to the same Bill, but not to each other.

Do you want to stop using classes and department completely, or just hide them from the forms? Since these are standard segments, there isn't an option to hide them from multiple forms in bulk - you will have to go into each form if you just don't want them to display. If you want to stop using them completely, you could…

If you have a checkbox or other field being set on the PO via a workflow, you could use a subscribe to record action in your vendor bill workflow.

@Febin Antony if you can get the quota and the opportunities into a single saved search (probably requiring custom fields to join them), you could do a saved search output to a graph and include that in the dashboard. Otherwise, there are some data visualization tools that allow building visual dashboards using custom…

That seems strange. It seems like it would make the most sense for Loop to pass the RMA, then for the item receipt and credit memo to be generated in NetSuite from the RMA. That way the RMA would represent the authorized return, the item receipt would represent the actual receipt of the returned merchandise (with the…

I would recommend talking to Loop about this; since it's a SuiteApp, they will be the best positioned to be able to provide feedback on how to configure it to create the credit memo What I would expect to see would be the RMA, the item receipt from the RMA, a credit memo from the RMA, then a new SO/Cash Sale (depending on…

@Benjamin Paul - USA what is the goal of applying the the prepayment balance to a journal instead of a bill? The prepayment is designed to be applied to a bill because it's assumed you would want to apply that prepayment to a future bill with that vendor (so long as you are still doing business with them). If you have…

If you use a KPI Scorecard, you could use the Opportunities Won KPI and compare to the Quota KPI. If you have your sales rep role configured to only see their own transactions they will only see their quota and opportunities.

If your search is filtered to main line = true you can't retrieve data from any line-level fields, as you are excluding the lines from your search. Why are you using an item other than a discount item for discounts? If you either used a discount item or recorded the transaction discount in the native header-level field the…

What is your goal in using a journal entry here? Are you looking to write off a prepayment to a vendor you have a prepayment with but are no longer doing business with? Also, is the prepayment created standalone or against a PO?

Is it an option to set "Run Unrestricted" on this search, bypassing any permissions issues?

Is this part of an approval workflow for vendor bills, or just for flagging discrepancies? It would probably be easier if you set the flag on the PO, since you can then sum the applying vendor bills. If you also want to do something on the vendor bill, you could use a subscribe to record action in the workflow you have…

Vendor Payments and Checks have a checkbox field for "Cleared" that is set when it is reconciled.

Given @Elychelle Gulen-Oracle's comment above, you could potentially have a workflow set the location equal to itself or the cost estimate type equal to itself to trigger the recalculation if you wanted to automate it.

Closing the full PO will change the PO status to Closed, the same as closing all lines on the PO will. It will prevent receiving any item lines or billing the PO. On a go-forward basis, you may find it easier to use a non-inventory or service item on PO's in place of expense lines, because PO's are designed to be used with…

Do you want to keep any part of the target PO's to remain open, or do you want the full PO's to be closed? If you want the full PO to close, you can close it by using the native Close action (by default it's in the drop-down menu) for the full transaction: If you need to do this in bulk, you could do it via a workflow,…

There isn't a setting to do this. The native field is meant to be an estimate. Your best option if you want to show a more precise cost based on the daily exchange rate is likely to add a custom field on the invoice and calculate it.

Do you mean purchase approvers designated on the employee record? For approvers by department, in the event the employee and the purchase approver are in different departments which one do you want to return? Is there anything else you want to view in the search? If you are looking for the purchase approvers set on the…

@mpease what is your volume of international orders? It's not ideal, but if the volume isn't too high you could potentially exclude international orders from being handled by the connector and send them manually. I don't know for this specific issue, but based on my limited experience with the NetSuite connector I suspect…

I'm not familiar with TechMarbles, but generally the best option for a lower cost integration with WooCommerce will generally be the NetSuite Connector: https://www.netsuite.com/portal/products/ecommerce/products/connectors.shtml There are a few lower-cost options, but they will generally deploy a lot scripts in your…

For this type of search, you may want to work through it with someone live, because it can get more complex than it appears on the surface.

Is it giving you an error or not presenting the data the way you want it to?

I had read vendor payments originally. You will need a saved search to get this for vendor prepayments.

Sometimes the field id's between a saved search and a workflow are different, like {internalid} versus {id}. Some fields are available in search and not in workflows. Without knowing the specific fields in question, it's tough to answer. If you are getting errors for certain fields and not others, there is a good chance…

Your other columns need to have summaries as well. It should be either Sum or Max, depending on the column. Your formula text will need to be a formula numeric. Your max to target formula will need to be summary type of max, with the formula being MAX({vendor.custentity_manufacturer_target}) - SUM({amount}). Your Gap to…

Are you using HTML to achieve special formatting in the email template? If not, it would be easiest to actually enter the subject and message in the Send Email workflow action directly. If you do it this way, you can definitely use field id's.

What is the goal of your saved search? Are you wanting to identify projects that have or don't have a parent? Are you wanting to identify projects that have or don't have children? Are you wanting to accomplish something else? The best way to build the search will depend on what information you are wanting to find.