Articles written by Marsha Andres
Articles written by
Marsha Andres
Searching for a Private Bundle created in Sandbox
Using the Basic Search option does not work in the Production Account if the Bundle created is from the Sandbox Account. As mentioned in the Field Help, Private/Restricted Bundles should be accessible to the accounts where users have an Administrator Role. Using the Advanced Search option can show the Bundle.
Disallow Users From Accessing the SuiteBundler Page
User wants to restrict their employees from accessing the SuiteBundler page.
Filter Values From a Multi-Select Item Field to a Transaction Line Field
In some business use case, it is needed to source values from a Multi-Select Field that would be displayed to a Custom Line Field. This can be done by creating a Custom List, Custom Multi-Select Field and then applying the result on a Custom Line Field.
Unselect or Deselect All Values to Make the Field Blank in Multi Select Field
Multi Select Field does not have a blank option. Users are unable to unselect/deselect all values to make the field blank.
Compare Values of Multi-Select Field and List/Record Field
User have an Employee saved search and wants to compare the values of a multi-select field to a list/record field and use it as a criteria to filter the saved search results.
Custom Role Unable to Access Custom Record Type
Custom Role is unable to access a specific list of Custom Record Type even when the Permission has Access Level of Edit under Role Record > Permissions tab > Custom Record subtab.
Alternate way to edit a locked custom list/record field from a bundle
User needs to update a field however it is locked and can't be edited.
Sales by Items Summary Report > Last Purchase Price on Specific Items are blank
User is running a custom Sales by Item Summary Report and noticed that some items display a blank Last Purchase Price but others are displaying the Last Purchase Price correctly.
List Items in Alphabetical Order in Picking Tickets
Make the list in the Picking Ticket Form arranged in Alphabetical Order in Advanced PDF/HTML Templates using FreeMarker.
Pay Run Journals > Get a Breakdown of Account-specific Amount in the Journal
User is preparing for their budgets for upcoming fiscal year and noticed that when running their Profit and Loss report, a specific account ought not to be used displays certain figures for specific periods instead of displaying zero (0) amount.
Advanced PDF/HTML Template > Add Column Lines on Item Table
User needs to add column lines on their Item Table when printing a Picking Slip.
Return User Error on Transaction Deletion not Working
A user wants to return a user error via workflow whenever a user tries to delete purchase orders that are not created by them.
Unable to set Account for Corporate Card Expenses When Editing Expense Reports
A user is trying to select an account in the Account for Corporate Card Expenses dropdown field in an Expense Report, but when saving the record, the value under this field is missing.