Query How can I ensure items on SO are not available to be used on any other SOs Answer We do not exactly have a preference that will prevent user from entering a quantity less than the available quantity. However, I was able to come up with a workaround. On the existing Sales Order, you… Continue reading How can I ensure items on SO are not available to be used on any other SOs
Author: Hormese Paul
Intercompany invoice
When pairing an Intercompany Transaction, you must have an Intercompany Invoice with these specifications: A.) Intercompany Customer: Subsidiary A Representing Subsidiary: B B.) Must have the same currency Intercompany Bill must: A.) Intercompany Vendor: Subsidiary B Representing Subsidiary: A B.) Must have the same currency Then after creating the transactions you should be able to pair the… Continue reading Intercompany invoice
Eliminate not ticked in JE
Query How to quickly identify which JEs had intercompany accounts where the box “eliminate” was not ticked, aside from clicking into each JE manually to check one by one? Solution By default it is currently an enhancement to show the eliminate field in Saved Searches via 239282 To make Eliminate Intercompany Transactions available on criteria and… Continue reading Eliminate not ticked in JE
Book specific advanced intercompany journal entry
Query We need to book intercompany je to statutory books only. The account on the JE is AP intercompany GL, however the name is greyed out and not available. Do we have to eliminate AP with book specific intercompany Solution It is currently a system limitation under enhancement 402790 Ability to tag a Customer/Vendor Record on… Continue reading Book specific advanced intercompany journal entry
Auto Bank Statement Import (ABSI)
Query We are planning to setup Auto Bank Statement Import (ABSI) to automatically retrieve the bank statement file from our bank. and I would like to confirm following. Download file pattern: do we have to specify the reserved words for the file pattern? For example, can we remove {DateToday} from the pattern: MyBank_[0-9]{5}_{DateToday}.txt? How many… Continue reading Auto Bank Statement Import (ABSI)
create a report or search that would show the sales of kits and its member items
Upon checking, this is actually an enhancement under: 15462: Sales – report showing member items of kits, assemblies, and item groups. Feel free to cast your vote in SuiteIdeas page for this enhancement. You may conduct the following saved search, however, to expose the member item of the said Kits that is sold for a specific period as a… Continue reading create a report or search that would show the sales of kits and its member items
Revalue Open Currency Balance for Payable
Here’s an example: 1.) Navigate to Reports > Vendors/Payables > A/P Aging > Detail 2.) Click Customize 3.) In the Edit Columns, A.) uncheck the group button in the Vendor Colum B.) You can remove the age column C.) Add Currency: Open Payables > Currency subfolder > Name D.) Add Open Foreign Amount: Open Payables > Amount Due (Foreign Currency)… Continue reading Revalue Open Currency Balance for Payable
Different Tax Point between subsidiaries
Query I have a question. Is there any workaround for use different tax point between subsidiaries. For Example in One World Parent: Company A Subsidiary 1: company B Subsidiary 2: company C In withholding tax> Setup Withholding tax Company B using on accrual meanwhile company C using on payment. Answer By design, withholding tax point is set on Withholding Tax Setup… Continue reading Different Tax Point between subsidiaries
How to update a budget amount imported through CSV
you can import the CSV again with the correct amounts. Kindly take note of the following: The Update of Budgets through CSV import for specific periods only is still a system limitation. When we navigate to Transactions > Financial > Setup Budgets > Import, the System is considering that we are uploading a new budget and… Continue reading How to update a budget amount imported through CSV
Production End Date
The calculation of the Production End Date when Forward is selected as the Scheduling Method on the Work Order are as follows: (Work Order Variable Lead Time(Work Order Quantity/Work Order Lead Time Lot Size))+Work Order Fixed Lead Time Note: (Work Order Quantity/Work Order Lead Time Lot Size) will be rounded up. This will be taken into consideration when WIP=F and no… Continue reading Production End Date