This should be possible using the steps in SuiteAnswers Answer Id: 35064. You could create a custom sublist using a search with filter: Type is Invoice and display only transactions linked to the customer record being viewed.

Transaction column fields can apply to Store Items, Sales Items, Purchase Items etc. I'm not sure if this applies to your use case but here's the complete solution: A. Custom Transaction Column Field to source item base price 1. Customization > Lists, Records & Fields > Transaction Column Fields > New 2. Provide a name,…

Something like this should work with free form text - {custitem3} || ' : text'

You could try something like this in your formula: Replace({fieldid},'Francais','')

I wasn't able to get the item base price using {item.baseprice}. You should be able to source the item base price into a custom field using a formula. See SuiteAnswer Answer Id: 38678 for an example.

Enhancement 291005 Transaction Column field > Ability to use Item Base Price in formula was created for this.

Double pipes are used to concatenate a string value in the formula. You'll need to make sure the formula box is checked on the custom field.

Try inserting this tag in the body section of the template:

It looks like this is related to the Advanced Projects feature being enabled. The solution in Defect 299737 was to use a different custom form (e.g. Project Overview Form), Standard Project Form or customize a new Project Form. I would file a case to confirm whether this is related and to receive any updates.

Corey, do you have the Advanced Projects feature enabled?

I just turned on the 3rd Party Billing feature and manually entered the 3rd Party Billing Account Number as 123456789 on the customer record. When I created a sales order from that customer record, the custom body field pulled the 3rd Party Acct # as expected. Customer: [ATTACH=CONFIG]n308417[/ATTACH] Sales Order:…

SuiteAnswers Answer Id: 15058 includes a similar use case and example using WorkFlows titled "Setting Fields Dynamically Using Conditional FieldTriggers."

This worked for me. Does your custom body field look like this? [ATTACH=CONFIG]n308412[/ATTACH]

The following solution is from SuiteAnswers Answer Id: 35501: To source the 3rd Party Billing Account Number: [LIST=1] [*]Navigate to Setup > Customization > Transaction Body Fields > New. [*]Type = Free Form Text [*]Store Value = False [*]Applies To = Sale [*]Under Validation & Defaulting tab: [/LIST] Default Value =…

Hi Robert, It doesn't look like this is currently possible. We are tracking this request in Enhancement 190172: Transactions > Sales > Bill Sales Orders : Hide 'Credit Card Approved' box in the Bill Sales Orders screen.

I've seen this happen in a sandbox account with the feature enabled. Defect 299737 was filed and the alternate solution is to customize a new Project Form.

We also have a 2017.1 quick tour video here.

Re: Defect 316886: Advanced PDF > Picking ticket > not printing Kit Items components. The target fix date is 12/04/2014.

To enable the Advanced PDF/HTML Templates feature, go to Setup > Company > Enable Features, and on the SuiteCloud tab, under SuiteBuilder, check the box for Advanced PDF/HTML Templates (Beta). See SuiteAnswers Answer Id: 26495 for more information and related topics.

Unlike Entry Forms, Transaction Forms do not have an option to move sublists between subtabs by default. This is currently filed as Enhancement 191052.

Hi Jarrod, The field needs to have Store Value checked in this case. Thanks,

Online customer forms do not yet support attachments. We are tracking this request in Enhancement 68629 - Provide a way for customers to attach an image or document file to an online customer form. An alternate solution has been created using a workflow to send a customer notification where the customer can reply and…

To default the current user as the assigned to on cases, try setting the employee restrictions for that user's role to None-Default to Own. As for the Origin field, you can set the default value under: Setup > Support > Support Preferences > Ordering tab > Case Origins subtab and drag the Phone option to the top of the…

FYI - Defect 177695: Field group column breaks and alignment. Thanks,

Hi Jeremie, You could create a custom form for the sales reps with the field not shown and another custom form for the manager with the field exposed. You would then restrict the form to their roles. Thanks,

As far as page load times are concerned, users can set a preference to Delay Loading of Sublists under Home > Set Preferences. Check this box to delay loading information on subtabs until you click the specific subtab. Setting this preference decreases page-load times. Thanks,

Some Standard Center Tabs can be removed from Standard Roles. If the “Set Up Custom Tab” link can be seen under Center Tab Overview, then this Tab can be removed for a Role. 1. Navigate to Setup > Users/Roles > Manage Roles. 2. Customize the Role and note the Center Type. 3. In Permissions tab > Setup subtab > set Custom…

We are tracking this request in Enhancement 171716 - Capture all changes on the fields on a custom record in the System Notes. You can vote for this feature via the Support Center. Thanks,

You can inactivate the form(s) without deleting them. Try this first. Thanks,

In that case, you could customize a role to use specific transactions forms for estimates, SOs, Invoices, etc. Edit a role, Forms tab > Transaction sub tab, and enable the different transaction forms. Thanks,