Articles tagged #TRANSACTION
Articles tagged
#TRANSACTION
Unable to Link Quote to Opportunity
Scenario
It is standard behavior that users cannot link opportunities to existing quotes. To link opportunities to quotes, users need to use the Create New menu from opportunities.
Solution
- Navigate toTransactions>Sales>Create Opportunities>List
- OpenOpportunityrecord
- ClickSalestab
- ClickQuotessubtab
- ClickNew Quote
Approve Transaction When the Next Approver Is Unavailable for SuiteApprovals
User may need to approve the transaction (e.g. Purchase Order) instead of the Next Approver in case that he/she is not available for approving. Even Administrator cannot approve the transaction manually.
Remove Adobe Hyperlink on Invoice Email Template Footer
When utilizing a Default Email Template within an Invoice Transaction Form, an Adobe Hyperlink in the footer of the email body is intentionally included. However, some mail filters may block emails containing hyperlinks, leading to potential deliverability issues. This guide outlines steps to remove the hyperlink and enhance email deliverability.
Last Two Item Labels Get Truncated When Printing More Than 14 Item Labels Using Basic PDF Template
The user needs to print more than 14 item labels on their A4 paper. However, when attempting to print the labels, the last two on the first page get truncated.
Approving Vendor Bills With Standard Vendor Bill Approval
When you use standard approvals for vendor bills, you must approve or cancel vendor bills you enter. Bill approvals can be handled on individual transactions or in bulk.
Saved Search to pull up Bill Credits with Unapplied Amount
User wants to create a saved search that shows Bill Credits that have an unapplied amount.
Business Activity Statement: Transaction Date
Customer wants to know if the Business Activity Statement is picking up Invoice Date or Invoice Posting Period.
Create Saved Search Showing the Number of Transactions Created per Vendor
Create a Transaction Saved Search that shows the number of Bills, Bill Payments and Purchase Order per Vendor.
Delete Bill Payment Batch With No Associated Transactions - No Records to Show
There is an existingBill Payment Batchfound inPayments > Payment Processing > Payment Batch List>Opensubtab. Upon viewing theBill Payment Batch, there are no transactions associated. TheBill Payment Batchcannot be submitted since there are no line items.
Extract Parent Name : Child Name of Customer Record in Transaction Saved Search
Auto-generated numbers is enabled in the Account. Customer Name appears as Name + ID + Parent Customer Name: Name (e.g. Doe, John 12345 Apple, Inc : Doe, John) in transaction search. User wants to display the Customer name in format the Parent : Child excluding the Number.
Add Amount Due (Foreign Currency) into Open Bills Report
In this article you can find alternate solution forEnhancement 121606. Currently, the Amount Due (Foreign Currency) for A/P Reports including the Open Bills Report is not available.
Transactions and Amounts shown in the Income Statement Report Under No Class Column
When the Income Statement report is generated and the Column Footer Filter is Set to Class, Amounts show up in the -No Class- Column.
Display Files Attached to Records on a Transaction Saved Search
Users need to create a Saved Search todisplaythe attached Files on transaction records on a column with a live hyperlink that allows the download of the file.
Permission to Edit Vendor Bill Even When Posting Period for AP Transactions Is Locked
A non-administrator needs to edit a Vendor Bill but the posting period for their A/P Transactions is locked.
Round Off Custom Field to Nearest Hundredth
A user created a custom field that calculates a value to display the quotient between Quantity (standard line item field) and an Order Quantity (custom line field). However, it is rounding to infinity and they would like it to round to 2 decimal places.
CSV Import of Unapplied Customer Payment
CSV Import of Unapplied Customer Payment.
Journal Entry Transaction Nexus
The user wants to determine how the system identifies the Nexus of a Journal Entry Transaction.
Nexus Based Default Transaction Forms
Default transaction forms based on Nexus.
Class per line item is not populating in a sales order transaction
Classper line item is not populating in aSales Ordertransaction.