User_K51C7 Red Ribbon

thank you

some if the invoice are already "paid in full" and here's the setup

figured it out but now i am receiving this error upon unapplying the invoice and saving it

Hello, @Trixie Amora-Oracle and @markbell10. I just want to circle back on this. There are just few changes. Assembly: Bike Minimum Stock: 100 Maximum Stock: 350 If the quantity available reach down 100, Work Order should be created - quantity being 250 to reach the maximum 350. How will we set this up on the Bike item…

Noted, thank you for the confirmation! I also just confirmed that it is Sandbox 1. If we update the Status list of the custom transaction type record in SB1 and update the bundle in SB2, the changes will be reflected there as well, along with the other updates included in the bundle, correct? Thanks!

Hello, @Francesca Nicole Mendoza-Oracle. So does that mean - in our scenario, we need to update the status list on the Production account since that's the source account, then update the bundle in Sandbox 2, right?

Hello @Niks Blando-Oracle, Yes, we are using custom form. We also have a similar concern with our custom Purchase Order form. In the Item dropdown list, we would like to display the Vendor Name/Code next to the Item Name column. This would make it easier for our Purchasing Team to identify the item's Vendor Name/Code at a…

Hello Gurus, I just want to bump this, please. Can you please advise on this one? Thank you!

Hello @John Griffin, I'm sharing our current setup and would appreciate it if you could confirm whether my understanding is correct. Manufactured In-House Assembly Item: Engine_Without Coat Components: ENG-001 WN-001 Outsourced Manufacturing Assembly Item: Engine_With Coat Components: Engine_Without Coat (Assembly…

Hello @John Griffin and team, I checked the discussion you shared and found it very helpful - thank you, we appreciate it. :) One thing we noticed is that WIP does not appear to be used in the example. In our process, we have the following routing sequence: Coating (Outsourced) Inspection The requirement is that after the…

Hello, @Niks Blando-Oracle. Yes, correct. A custom form. How to update these columns? Thanks!

Thank you, @John Griffin! Let me further check that thread and get back if I have any questions.

Hello @Alex Joves -Oracle, Yes, it's understandable that Rate is editable during the create mode of Invoice even when price level is custom because they will input the agreed rate on it. But, why can't it be disabled on edit mode? The main agenda is to generally avoid amendments on the Invoice rate and amounts after its…

Hello @markbell10, I'm a bit confused. Do you mean, add the Items on the Customer record, instead of adding the Customer on the Item record? Then, how can we filter the custom Sales Order form? What do you mean by - "Have this data sourced onto the transaction, then modify the criteria of the search to use the transaction…

I also found this thread: We have the same requirement and same Workflow set up but for some reason, Rate is not being disabled. Thanks!

Hello @Didik_Rohadi, We unmarked the On Create checkbox because it should be editable when the user is creating the Invoice but not after it was created, so only View and Update checkbox is marked. Thanks!

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!