Tigran Shahnazaryan · CEO @ Novelance · Gold Crown

Hi @User_KZ0TB, There are several reasons why that is happening: The role you are using doesn't have permission to edit those fields. (e.g., there might have been recent changes to the role permissions) The field's "Display Type" was modified from "Normal" to "Inline Text". (e.g., to auto-populate the values via workflow).…

Hi @User_X2B1J, Are you referring to the Credit Memo transaction? The Customer Refund transaction typically impacts only Balance Sheet GL Accounts (e.g., DR: Accounts Receivable | CR: Bank). To report the Sales Return / Revenue Reversal separately on P&L, you would need to post it to a different GL account. You can do it…

Thanks for the clarification - I see what you mean. How about sending an automated email alert with the tracking information to Subsidiary 2 employees when Subsidiary 1 creates the IF? Or, you can copy the required information from the IF to a Custom Record via WF that Subsidiary 2 can access and vice versa.

Hi @Cristian Cabacaba, Yes - Customer Dashboards don't support customer filtering criteria on custom fields, Saved Searches, or other custom objects. For example, if you add a custom Saved Search to a Trend Chart on the Customer Dashboard, it won't filter to that customer and will show the results of all customers in the…

Hi @User_QC7MZ, Could you re-attach the screenshots? They don't show up for me.

Hi @Phu Nguyen, Please check if this works for you:

Hi @Jake Pangan, You can do that via Sales Order Transaction Search: Here is the reference criteria:

The attached files on IF are under Communication -> Files: You can edit the required file from there and select the checkbox:

SuiteAnswer articles are super helpful, and I learn a lot from them. I also came across some that weren't 100% accurate or complete. For example, I haven't seen the {item.inventorylocation.id} or similar to work (e.g., reference to a field that is "two joins away" instead of "one join away"). What you have right now won't…

Thanks for checking. The formula you have in the original post has spaces, but that is possibly due to formatting on this website. Could you remove these criteria and see if the report runs: I don't think the {item.inventorylocation.id} and {item.assetaccount.id} are valid. Perhaps you can replace them with…

Hi @Dext3r, You should be able to do that by checking the "Available Without Login" checkbox on the file record: You can also write a script to mark the checkbox automatically based on specific criteria.

Hi @Pallavi1903, Are you noticing this issue on all Projects or just a few? Can you double-check if you have any custom Transaction View/Filters selected?

Hi @Craig_Verde, You should be able to achieve this via the Custom "Item Pricing" sublist, where you can default the sorting to alphabetical. Once you add the custom "Item Pricing" sublist to the Customer record under the Financial tab, and confirm the results are accurate, you can hide the native sublist.

Yes, that makes sense about {type} vs. {recordtype}, @Vasya_3, I think the main problem with your formulas is the unnecessary spaces. For example, you should write {recordtype} instead of { recordtype }. Can you remove all the spaces you have in squiggly parenthesis and try again?

Thank you!

@User_Jen, On August 4, I proposed a solution to your question using Custom Fields. Did you try that? Here is a screenshot of a Vendor Bill from my Sandbox showing the Payment Date and ID: Isn't this what you were looking for?

Looks great!

You would need to go to the "Custom" subtab to select your Saved Searches:

Hi @Paul Salkeld, You should be able to run the same KPIs via "KPI Scorecard", which has a "Less is More" option that reverses the color/metric indicator.

Hi @david.kelly, Are you noticing this issue only when typing in the Global Search box?

Hi @Vasya_3 , For the first formula, can you replace {recordtype} with {type} and see if anything changes?

Here is an example of an Inline HTML field value on the Opportunity Record: I used this formula in the above example: '<img src = "http://www.clker.com/cliparts/9/m/I/b/q/O/christmas-tree.svg.thumb.png">' For your use case, it might be easier to use the "Set Field Display Type" workflow action to show/hide the Inline HTML…

Hi @Yuval Yunovitch, Did you set up the custom "Approval Status" field as "Rich Text"? If yes, change it to "Inline HTML" type and see if that works.

Hi @User_GIRUL, I assume you are using the Legacy Tax Engine and not SuiteTax. Could you check if the transaction has the correct Ship To address populated?

Hi @User_6YD5L, For your particular use case, the solution is to: Uncheck "Mandatory" on the "Validation & Defaulting" subtab of the Custom Segment. Create a Script to make the Custom Segment mandatory on the transaction line and deploy it on applicable transaction types.

Hi @User_MFH4I, You can't keep the Accounting Period open for one Role. The Leading Practice is to Lock the AR, AP, and GL for and allow the Controller (and additional managerial roles) to post to Locked Periods. The required permission to do that is Setup -> Override Period Restrictions.

Thanks for providing the additional information and screenshots. When you say the Location is incorrect, are you referring to the Charge or Invoice? There is a Calgary location on a Charge, but it isn't shown on the Invoice screenshot. An invoice should have a separate line for each Location/Segment, as it impacts the GL…

You would need to set the Project to "Inactive" to hide it on PO and Bill. For most clients I worked with, I would have a workflow to set the Project to "Inactive" based on the Project Status (e.g., Pending Finance Review). That would also help to hide the Project from the Resource Allocation Chart and clear any future…

Based on the use case you provided, it might be better to use additional criteria in the alert to identify the users who aren't using NS regularly and need to get the alert. For example, they may have a specific "Job Record Type", "Remote" status, or another distinct identified. Alternatively, you can add a Custom Checkbox…

Hi @Dext3r, If you are using a multi-subsidiary customer feature, then it won't matter which vendor you select. Typically, the vendor doesn't matter, as you are billing an expense back to the customer per agreement with the customer, which may limit the amount but not specify the vendor.