Thank you for keeping this thread updated, @BCK! 😊

Thanks for the update, @Vernita. 😊

Thank you for your time updating this thread, @OliverK. Hope you had a great time off! 😊

Hi @DougFBridges To confirm, you changed the logo in the Company Logo (Pages) field, correct? If you have updated the logo from this field and it did not change after saving it, try to use a different browser or delete your browser's cache. Let us know if this helps.

Thank you for your response, @lilywu. What are the transaction records and fields included in the search? Does the user/role have access to view them?

Hi @BCK What is the exact message you received? Please make sure that the user's role has access to the following: access to the quote record No employee restrictions. Have access to the subsidiaries (if using a OneWorld account). If the integration has script deployment, make sure that the role is added to the audience. I…

You're welcome, Liz. I am glad to be of help.

Hi @User_BIGR1, I would like to follow up on this thread. Please let us know if you need further assistance. If there's none, kindly click "Yes" on "Did this answer the question?". This will aid others with the same question to easily find the correct answer. You will also earn points and may unlock the Answer Accepter…

Hi OliverK, I would like to follow up on this thread. Please let us know if you need further assistance. If there's none, kindly click "Yes" on "Did this answer the question?". This will aid others with the same question to easily find the correct answer. You will also earn points and may unlock the Answer Accepter badge.

Hi @lilywu, I would like to follow up on this thread. Please let us know if you need further assistance. If there's none, kindly click "Yes" on "Did this answer the question?". This will aid others with the same question to easily find the correct answer. You will also earn points and may unlock the Answer Accepter badge.

Hi @Vernita I would like to follow up on this thread. Please let us know if you need further assistance. If there's none, kindly click "Yes" on "Did this answer the question?". This will aid others with the same question to easily find the correct answer. You will also earn points and may unlock the Answer Accepter badge.

Hi Liz, I would like to follow up on this thread. Please let us know if you need further assistance. If there's none, kindly click "Yes" on "Did this answer the question?". This will aid others with the same question to easily find the correct answer. You will also earn points and may unlock the Answer Accepter badge.

Hi @Rumaysa Mirza In the saved search, you need to set the formula to show the sum that is greater than 0. The same goes with the report. However, you need to create a custom field for it to populate in the report. Once the custom field is created and the value of 0 is present, you can add it as a filter. I hope this helps.

I agree with @Ivan Griggs UK. @Hormese Paul, I used the following values in my testing and the sales rep field went blank after saving the new estimate. Type = Set Field Value Trigger On = After Record Submit Parameters: Field = Sales Rep Value = Static = null I hope this helps.

Thank you, @User_BIGR1. Per checking, this is how it was intended to work, and loading messages past the permitted number will require us to use the saved search. Running a saved search might not look exactly like the history page. Nevertheless, you can arrange the fields to achieve the desired outcome. I hope this helps.

Hi @User_BIGR1, What are the steps taken when printing the messages? Do you have a sample format for us to check if we can replicate the output. See the example below. Please avoid sending confidential information in the thread. Thank you.

Hi Liz, If there is no other filter on the report and the invoice is within the date range, you should be able to see other sales rep invoices. Here's an example below.

Hi OliverK, You need to create a customer list/record field to source the contacts. Please see below. Here is the sample output of the note record. Only the related contacts of the customer/company will appear in the field after selecting the customer field. I hope this helps.

Hi @emcee_uk I would like to follow up on this thread. Please let us know if you need further assistance. If there's none, kindly click "Yes" on "Did this answer the question?". This will aid others with the same question to easily find the correct answer. You will also earn points and may unlock the Answer Accepter badge.

I'm glad I was able to help. ☺️

You're welcome, Judy. 😚

Hi Colleen, This is logged under Enhancement #97630 Documents > Files > File Cabinet > Edit a file > Publishing tab. Customer would like the caption field length to allow more characters than it currently does. Per checking, I do not see any option for us to increase the allowable characters in this field. Thank you.

Hi @Judy Hughes, You need to assign the user as the authorized contact in your company. Please see SuiteAnswers Id: 37605 or watch this how-to video. I hope this helps.

Hi @lilywu, Below are the following that you might want to consider checking as to why the user can not display results when looking for transactions. Check if there are any restriction in the employee record. (Navigate to the employee record > Access tab > Global Permissions) Are you using OneWorld account? Subsidiaries…

Thanks, @CDuf!

Hi @Liz Madrid For this, I would suggest to create a custom list with the new set of custom types. Create a new customer custom field. Type = List/Record List/Reord = set the custom list created previously Applies To tab = Enable Customer Assign the new customer type to the customer record. Navigate to the Sales by Sales…

Apologies for the confusion. Removing the "item" will only apply if the checkbox is applied in the transaction body. Below is my testing. However, if I have two items in the sales order, it will appear like this even if the second item does not have this checkbox enabled. You might want to check the workflow suggested by…

Thank you, @Martha Hakes. Per checking, there are transactions that can affect COGS such as Inventory Adjustments. In the custom role, below permissions are set to None. This is the reason why it is showing a different amount when running the custom role. I hope this helps.

Hi @Liz Madrid, Per checking, adding the Sales Territory in Sales report is an enhancement. Since the reports that can possibly pull up the field are not feasible for you, I suggest to cast your vote at SuiteIdeas and look for Enhancement #171558.

Hi @User_C6XDE, Since the data is coming from the employee record, we need to add both Employees and Employee Record permissions for this report to work. I hope this answers your question. Thank you.