Hi @Wee Ming After further testing, I found that setting the approved status to approved and the order status to pending fulfilment seems to have worked I will have to see which one of those 2 fields changed the status, but it is giving me the result I want. Namely, changing the status from pending approval to pending…

Hi @Nicole Mendoza-Oracle I get the following: This is with the script in my earlier comment which has 'try-catch' block in it. Thanks

Thanks Lea. This is the script I have which is working for the most part (though it throws an error if I try to delete the native expected ship date) /** * @NApiVersion 2.x * @NScriptType ClientScript * @NModuleScope SameAccount */ define(['N/currentRecord', 'N/log', 'N/ui/message', 'N/ui/dialog'], function (currentRecord,…

Hi @User_1IIJT and @Jervin Nicholas Teopengco-Oracle The field I am wanting to update is a custom field on the body of the sales order called 'Billing Status'. It is used on another workflow. How would I trigger the population of this on invoice record creation? thanks

Hi @Angelica Mae Segador-Oracle Not sure what this part is referring to? Isn't that enhancement around adding the fulfilled column natively? Is this saying it is not possible to populate a custom line level field on the sales order record using values from the fulfilled column? Is it possible to retrieve the field value…

Option B: Inventory Count

Hi @Richard James Uri-Oracle This current updated code works: The error was in the original code with this part: When I tried to create an email from the invoice record: Error: JS_EXCEPTION org.mozilla.javascript.EcmaError: TypeError: Cannot read property "0" from undefined (/SuiteScripts/sdf_ignore/Uncheck Include…

Thanks @Richard James Uri-Oracle I really appreciate it. I have modified the code since the fieldlookup was returning an error if the transaction type was not Return Authorisation This is the modified code using the same logic as your script: /** *@NApiVersion 2.x *@NScriptType UserEventScript */ define(["N/record",…

Thanks @Nicole Mendoza-Oracle It's returning 7 Edit: I am trying to change the script so that it removes lines after the transform if they are not part of the lineids array: However, it is still including all line ids in the transformed credit memo. is there an error in my script's map function? /** * @NApiVersion 2.x *…

Hi @Robert Nedelkow-Oracle Thanks. I am able to post images again right now.

Hi @Michelle Jabanes-Oracle In this scenario, I would want only Jane's Team Quota to appear on her dashboard when she selects the quota KPI Thanks

Hi @Robert Nedelkow-Oracle I have started seeing the permission problem again a few hours ago (I didn't have that issue earlier today)

Hi @Pedro Alegria-Oracle I had thought this feature was out of the box and standard?

Hi @Michelle Jabanes-Oracle The problem is that the KPI for Jeff is including Shaun's Teams figures instead of just being Jeff's Team's quota. The date range wouldn't affect that I don't think?

@Michelle Jabanes-Oracle This is the set up

An update on this and a further question. I can see the option to select items on an external case form by checking the 'Offer Support ' checkbox on the item record. and then adding the 'support item' field on the external case form My follow up question: Is there a way to select the serial/lot number on the external case…

Hi @Michelle Jabanes-Oracle I have tried the steps from your post above and am still getting the same result. I have tried adjusting the levels to 1,2 and 3 as well and the numbers do not change thanks

Hi @Michelle Jabanes-Oracle Wouldn't this mean the Sales Manager (Jeff in this example) won't be able to see his team members' quotas included in the quota KPI on the dashboard? The issue here is that Jeff's boss's(Shaun's) quotas are also included in the quota KPI. Jeff still needs to be able to see his direct report's…

Hi @Angelica Mae Segador-Oracle I didn't see any option to use a saved search for that field unless I use free-text field type. Off memory, I had created a hyperlink to the returned result using this method, but I believe I ended up having to use two custom fields (it was some time ago that I did this) so that one field…

Hi @Joahnna Given Uy-Oracle I had worked out a workaround for this: Use a custom field and not a workflow state field or workflow field. Then use a before record submit to store the initial value (on record creation) : I just wanted to check if there was a way to do this with workflow level fields or state level fields

Hi @Angelica Mae Segador-Oracle I am not trying to filter out the type of transaction. I am trying to set the value of the drop down field with the only matching result.

Hi @Joahnna Given Uy-Oracle The record type is a sales order, I want to store the value of the "expected shipping date" on an existing record, before the user edits it. For example: On SO123, the "expected shipping date" is 7/8/2023. The user presses edit on SO123. Before the value is edited, the "expected shipping date"…

Hi @Robert Nedelkow-Oracle I wasn't able to upload images with just the permission change. I changed my password which has worked. thanks

Hi @Robert Nedelkow-Oracle I am having the exact same issue as the original poster on this thread

@Michelle Jabanes-Oracle I have uploaded the IDP metadata from production into sandbox. However, the sandbox environment is still not available via the list of available accounts in the single sign on. Is there an additional step required?

EDIT: I think this seems to suggest it is possible to use RP and SB accounts: https://suiteanswers.custhelp.com/app/answers/detail/a_id/102813 Will look at setting it up. Hi @Michelle Jabanes-Oracle That was what I ended up doing to give the users access. Is it actually possible to access the sandbox environment with…

Hi @Angelica Mae Segador-Oracle Any response on this?

Hi @Richard James Uri-Oracle Revisiting this thread since I have a follow up question: Is it correct a suitelet (such as the one in the link) can only be used to restrict a custom field and not a native field such as the serial/lot number field on the inventory detail subrecord?

Thanks @Pedro Alegria-Oracle That is what I was after

Hi @Angelica Mae Segador-Oracle Thanks for the response. Is it possible to source the field in a saved search?