KBS_Huber

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I misspoke somewhat. When I was drawing out data on credit memos, I needed line item level detail so was restricting my saved search to Main Line = False, in which case you get a NULL for Amount Remaining. In fact, the Amount Remaining for a CM does appear on the Main Line of a transaction. The sign is not the issue. Just…

in How to get the Credit memo's applied and unapplied amount on a transaction saved search? Comment by KBS_Huber Jan 6, 2023 12:27AM
The Amount Remaining field returns a null value for credit memos, but the Amount Paid field does show the amount applied. So subtracting that value from Amount (or adding it because the Amount field returns a negative number but the Amount Paid returns a positive number) would do the same thing as giving the Amount…

in How to get the Credit memo's applied and unapplied amount on a transaction saved search? Comment by KBS_Huber Dec 29, 2022 6:28PM
The role had access to all subs but it was the Customer permission on the List list at just View level that did the trick. Really appreciate that. Huber

in Global Search Not Showing Projects for Some Roles Comment by KBS_Huber Oct 29, 2021 7:22PM

KBS_Huber Red Ribbon

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