User_K51C7 Red Ribbon

Thank you both, @Angela Bayliss and @markbell10! Will further check this.

Hello Team, I was able to create a workflow that sends an email with the BOM attachment successfully. However, I noticed that the workflow sends an email whenever any field on the record is updated, even if the Status field was not changed. Is there a condition or filter I can add so the email is triggered only when the…

Hello, @Ayitah Tallada-Oracle. It's indeed in the Reconciled section already. User is asking though if she do not tick reconciliation for the affected transactions, will the transactions appear under "Difference" subtab ? Thank you!

Thanks, @markbell10! How to have email notification when Work Order is set to Released then include the BOM file as attachment? Thank you!

Thanks for the insight, @markbell10! I've utilized the UOM for this for now. I hope end user is fine by that approach. Thank you!

Hello Clarisa and Angela, Thank you for your insights! I was able to create this Workflow. Last tweak though - for the subject line, we want it to be "Statement of Account - Month Year" How can we add the Month Year part? Thanks!

Hello @Ayitah Tallada-Oracle, Apologies for the late reply. Here's a Reconciliation Summary for one account as of April 2026. As you can see, the Difference is 0. However, here's the expected result of the user. Because these are the outstanding transactions. Please note that the transaction date of these are May.…

Please disregard. There's a workflow locking the JE hence we can't input reversal date. Thanks!

Thank you for your help

Bumping this please. Thanks!

This is now resolved. I overlooked the Customer Access on Web Presence feature. Thanks!

As per my understanding on the SuiteAnswers you sent, you will set a default account for specific Payment Methods, correct? What if this is blank? In standard, it will DR: AR account, CR: Customer Deposits (the system generated account). We want to change where it will be credited.

Hello Chelsea, We don't want to have a default payment method. Here's a sample Customer Deposit: Its GL Impact: We want to change the account where it is credited. I hope this further clarifies the expected behavior. Thanks!

What is the possible workaround for this? Thanks!

Hello Angela, But since you will return the item from that PO, shouldn't the PO reopen and available for receipt again? Thanks.

Thank you, @Angela Bayliss! Here's more detailed scenario. Expense: 100k Container Deposit: 20k Total Bill: 120k Bill Payment: 120k During the payment, they are sure that after some time the 20k will be refunded. They want to monitor the 20k to be refunded, so that no refunds will be missed. After 2 months, 20k Refund will…

How about Purchase Order autogenerated numbers - if Category is Local, L-Year-4digit. If International, I-Year-4digit. Is this doable? Thanks!

Thanks @Angela Bayliss and @Pradeep Kumar. I just need the list of the predefined accounts so I can provide this to the user then they can compare it and map it to their existing COA. @Angela Bayliss Can you share the native list of NS accounts for this please — "Manufacturing accounts are typically the variance and WIP…

Following up on this

Hello. We add Resources here. Edit the Project record, then, add the Resource. How can we check who were added and removed here? Also, it's important to know who changed this. Thanks.

Right! It was inactivated. Thanks, @Chelsea Jacobs! 🥳

Hello @Clarisa De Torres-Oracle, Sample Withholding Tax Code: Sample Vendor: Subsidiary Nexus: Thanks!

Yes, and these are standard fields as well. Thanks!

Thank you, @Michelle Jabanes-Oracle! For the Created From (EST Num) column, some are displaying the Opportunity record, not the EST. When you open the Opportunity, there's a related EST to it. We want this to show in our report as well: Thanks!

Hello @Micah Timbol-Oracle, Is there an alternate solution to change the Type of the Account? One of our accounts is wrongly tagged and it already has a transaction. Upon testing in our Sandbox account, even though we zeroed out the account, its Type is still uneditable. Please advise. Thank you! :)

This is now resolved. Thanks.

Thanks, @Clarisa De Torres-Oracle! We were able to unlink the Deposit and Sales Order. We left the Sales Order field on the Deposit blank, the expected behavior is when we apply the Deposit, it will display all the Open Invoices of the Customer, am I correct? However, on our end, there's no Invoices showing on the Deposit…

Hello @Michelle Jabanes-Oracle, Are these custom fields applied on the preferred custom form? Some of it, Yes. But, majority of the fields from the preferred form is hidden on the new form. Have you tried editing the record and reselecting the desired form? Yes Did it update to the correct form and fields? Yes. However,…

Thank you, @Tigran Shahnazaryan and @Michelle Jabanes-Oracle! We have a follow up question, which might be applicable for other records as well not only for Cases. We set a preferred custom form for Cases. However, it is possible to use other forms as well. If we view those records using other forms, it is still showing…

Hello, @Shiela Marie Villaluz-Oracle. Following up on this please. We need to process these transactions. Thank you.