Elychelle Gulen-Oracle · RPM - OTC/P2P · Silver Trophy

Thank you for sending the screenshots @User_EKY01. Upon further checking and testing, this may be due to changes effected as to the Amount of Invoice after billing would not be covered by the Saved Search Amount Unbilled field. Also, the Amount Unbilled field on the Saved Search is a standard field and it is pulling up…

You're welcome, @rmacias. Glad to be able to help! 😊

You're welcome, Oliver. 😊 We apologize for any inconvenience the system limitation has caused you. If you have any questions or discussions, don't hesitate to share them with the Community. Hope you have a great day! 😊

Hi @rmacias, Kindly try this Formula below instead: Formula (Numeric) = CASE WHEN round (trunc({today},'DDD')-{startdate})=0 then 7.5 WHEN round (trunc({today},'DDD')+1-{startdate})=0 THEN 12 ELSE 3 END Let me know how this works on your end. 😊 ============== If you find this reply to your question as helpful, others with…

Hello @User_SZ0C3, Were you able to check this? 😊 If the information provided in my previous comment was helpful. Then we would greatly appreciate if you can click "Yes" on “Did this answer your question?” below the comment. This will also help other community members who might have the same concern find the answer easier.…

Hi @User_YMWNR, Thank you for your response. Aside from adding the Formula (Numeric) to the Criteria, go to the Highlighting tab > Highlight if... sublist and add the below Condition then choose a Background Color: Condition = Formula (Numeric) is 1 After setting the Criteria and Highlighting tab, the Saved Search Results…

Hi @jmack_admin, Thank you for these screenshots. Upon checking on the System Notes, on 02/09/2022, the Total has been changed from 4683.02 to 5628.95. Apparently, an Expense amounting to 945.93 has been added to the Purchase Order. Please be advised that by design, Expenses also need receiving. Hence, Purchase Order…

You're welcome, @GLL! Glad I was able to help. 😊

Hi @GLL, Thanks for posting your concern here! 😊 Kindly allow us to review your concern and we'll provide updates in this thread. To other members, feel free to share your insights on this too should you have any. 😊

Hi @User_EKY01, Kindly confirm if the Sales Order has no related Invoice/s. Can you check the Sales Order Related Records and send some screenshots too? Appreciate your response. 😊

Hi @User_YMWNR, Good day! Hope you are doing well. Upon testing, you may use the below formula to only show Bills with the Last Modified Date after the System Notes Date of New Value = Open. Formula Numeric = CASE WHEN (CASE WHEN {systemnotes.newvalue}= 'Open' THEN TO_DATE({systemnotes.date},'MM/DD/YYYY') END) <…

Hi @User_SZ0C3, Good day! Hope you are doing well. 😊 Please be advised that the Subsidiary is one of the required grouping criteria in Invoice Grouping. As mentioned in SuiteAnswers, any invoices that you want to add to an existing invoice group must have the same criteria as the invoices that are already in the invoice…

Hi Oliver, I made some testing on my end and was able to reproduce the same behavior when the Summary Type is added to User Notes: Date field. Since it is a Customer Saved Search, the Customer User Notes will fill values on each line, hence, adding a Summary Type, either Minumum and Maximum, will duplicate the Count and…

Hi @rmacias, Were you able to check this? 😊 If the information provided in my previous comment was helpful. then we would greatly appreciate if you can click "Yes" on “Did this answer your question?” below the comment. This will also help other community members who might have the same concern find the answer easier. Hope…

Hi @jb123, Do you find any comments for this concern helpful? Your feedback is highly appreciated. By marking Yes on the "Did this answer the question?" question, it will tag the comment as Accepted Answer. With this, it will also help other members of the community that might encounter the same reported behavior. Thank…

Hi @Benjamin Paul - USA, Thanks for posting your concern here! 😊 Kindly allow us to review your concern and we'll provide updates in this thread. To other members, feel free to share your insights on this too should you have any. 😊

Hi @rmacias, Thank you for your response. 😊 I have made some testing and I was able to use the below formula. Formula (Numeric) = CASE WHEN round ({today}-{startdate})=0 then 7.5 WHEN round ({today}+1-{startdate})=0 THEN 12 ELSE 3 END Saved Search Results: I hope this helps! 😊 ================= If you find this reply to…

Hi @rmacias, Kindly confirm if the Start Date field on the Sales Orders is populated. Also, kindly provide screenshots of your Saved Search Criteria and Results tab and sample Sales Order record. Please don't forget to hide any sensitive information. Thank you! 😊

Appreciate your response, @jmack_admin. I'll wait for the screenshots. 😊

Congratulations, @Emil T.! 🎉

Hi @User_EKY01, Good day! Hope you are doing well. 😊 Kindly provide screenshots of a sample Sales Order with an incorrect unbilled amount on its record and on the Saved Search results. Please don't forget to hide any sensitive information. Thank you! 😊

Hi @jb123, Yes, it is almost the same process and has the same result as above. And as long as the Payment Amount is 0.00, the Bill and Journal will only be offset without creating a Payment record. 😊

Hi @OliverK, Good day! Hope you are doing well. 😊 Kindly confirm if the User Notes are created from the Sales Order/Invoice/Quote or from the Customer Record. Since it is a Transaction Saved Search, only the User Notes created from the Sales Order/Invoice/Quote will be pulled out as results. And if the User Notes are…

Hi @GLL, Good day! Hope you are doing well. 😊 You may create a Transaction Saved Search to show Customer Deposit and its related Sales Order. Here are the steps you may take: 1. Navigate to Lists > Search > Saved Searches > New 2. Select Transactions 3. Enter Search Title 4. On the Criteria tab, add the following filters:…

Hi @jmack_admin, Kindly provide the information mentioned so we can further check on our end. Thank you! 😊

Thank you for your helpful insights, @Tiru Chembeti! 😊 Hi @jb123, You may follow Tiru's suggestion to create a Journal Entry and apply it to the open Bill. This is to reverse the GL Impact of the Bill. Here are the detailed steps you may follow: A. Create a Journal Entry to reverse the GL Impact 1. Navigate to Transactions…

Were you able to check this? 😊 If the information provided in my previous comment was helpful. then we would greatly appreciate if you can click "Yes" on “Did this answer your question?” below the comment. This will also help other community members who might have the same concern find the answer easier. Hope you have a…

Hello @User_MC441, Glad to have you with us today. Thank you for creating another thread. 😊 Allow our gurus to review your concern and perform their initial investigation. We will reach out again if we have updates on this. To other users, feel free to join in the discussion as well. 😊

Hi @BrettMasters, Thanks for posting your concern here! 😊 Kindly allow us to review your concern and we'll provide updates in this thread. To other members, feel free to share your insights on this too should you have any. 😊

Hi @jmack_admin, Good day! Hope you are doing well. 😊 Kindly provide the following information: 1. Are there any non-inventory items included in the Purchase Order? 2. Is this a drop-ship purchase order? 3. Screenshots of the Purchase Order Main Line, Items tab, Related Records, and System Information. Please don't forget…