User_HIG7E

Hi all! Thanks @Wee Ming for the answer. @Clarisa De Torres-Oracle your suggestion did it, thank you!

in Journal Entry using intercompany account - error message Comment by User_HIG7E Jul 25, 2024 8:26AM

Hi @Patrick Fresnosa-Oracle , no, that won't work, beacause I need one project in a single row. However, thank you so much for your time, I suppose there is no way to do this with a saved search.

in How to add invoice fields to the project saved search? Comment by User_HIG7E Jun 26, 2024 6:35AM

Hi @Patrick Fresnosa-Oracle, I am aware that I can add another criteria: Transation:Type and to set it to Invoice, but in that case Saved Search will show ONLY the projects that have invoice, and I need all the projects in the system where formula fields will be populated if the project has invoice. I have thousand of…

in How to add invoice fields to the project saved search? Comment by User_HIG7E Jun 12, 2024 9:42AM

Hi @Patrick Fresnosa-Oracle, Sales value is just a regular currency field on the project record. I tried without it and projects stay multiplied in several rows - problem is definitely in the formula fields (fields related to the transaction).

in How to add invoice fields to the project saved search? Comment by User_HIG7E Jun 11, 2024 8:17AM

Thanks for the suggestion @Patrick Fresnosa-Oracle , but I cannot do that because the screenshots that I attached are I am using to deal with these columns (invoice related) only - they should be part of a more complex saved search (with 40 fields and other formulas too). I did not screenshot that saved search because it…

in How to add invoice fields to the project saved search? Comment by User_HIG7E Jun 7, 2024 4:55PM

Hi @Patrick Fresnosa-Oracle, no worries :) Here is the screenshot of the results, yellow fields are the one we talked about and same project and it's rows are marked with red. Here is the screenshot of the results setup: Each project has one invoice or none. However, one project can have multiple bills related to it.…

in How to add invoice fields to the project saved search? Comment by User_HIG7E Jun 7, 2024 8:16AM

Hi @Patrick Fresnosa-Oracle, thanks for suggestion, TO CHAT works fine, that's not an issue - the issue is that I now have one project in more than one row (even of projects that do not have populated any of the columns where I used CASE WHEN formula) and I need it to be: one row-one project as it was before I put these…

in How to add invoice fields to the project saved search? Comment by User_HIG7E Jun 6, 2024 9:38AM

Hi @Patrick Fresnosa-Oracle, thanks for the quick reply! Your syntax worked! For everything except for invoice date, but I did that with TO_CHAR function. Search pulls out right data now, but I have same project in multiple lines now (even of projects that do not have populated any of the columns where I used CASE WHEN…

in How to add invoice fields to the project saved search? Comment by User_HIG7E Jun 5, 2024 7:44AM

Hi, thanks to all! @Patrick Fresnosa-Oracle this was helpful, now transaction appears, thanks!

in How to link Invoice to Project? Comment by User_HIG7E Apr 12, 2024 10:18AM

Hi @Clarisa De Torres-Oracle thanks for prompt reply. I found the mistake, tax periods for these transactions were closed when transactions were created int he system, thus transactions didn't have correct tax period. Thanks anyways!

in All Sales Invoice transactions appear in Belgian VAT Report, despite the defined date range Comment by User_HIG7E Mar 5, 2024 9:50AM

Hi @Patrick Fresnosa-Oracle thanks for the reply!

in Belgian tax code to use so that transaction doesn't appear in Tax Report? Comment by User_HIG7E Mar 4, 2024 9:03AM

Hi all and @Nicole Mendoza-Oracle , I figured it out - should have check Store Form with Record check box on the form that is not preferred. Thanks!

in Unable to save project record in the form that is not preferred. Comment by User_HIG7E Jan 15, 2024 4:00PM

Thanks for the reply @Elychelle Gulen-Oracle :)

in Which EFT template to use for payment from Belgian subsidiary to USA vendor? Comment by User_HIG7E Jan 11, 2024 9:51AM

Hi @Elychelle Gulen-Oracle thanks for the reply! I was aware of the SuiteAnswer you mentioned, and I did use SEPA for vendors inside EU, because for that payment only IBAN and BIC are needed. However, when I wanted to make payment toward a vendor located in USA I needed completely different set of data (Account number, ABA…

in Which EFT template to use for payment from Belgian subsidiary to USA vendor? Comment by User_HIG7E Jan 3, 2024 8:30PM

Hi @Clarisa De Torres-Oracle , thank you for the clarification and for alternative solution. We will try this way for sure. Thanks again!

in How to net invoices and bills for an entity that is customer and vendor at the same time? Comment by User_HIG7E Dec 22, 2023 1:23PM

Thanks for the info @Dominica Sevilla-Oracle

in Apply the Vendor Prepayment in USD to the EUR Bill Comment by User_HIG7E Dec 20, 2023 8:46AM

Hi @Patrick Fresnosa-Oracle , thank you so much! You were right, wrong tax code was on the transaction, it didn't meet the prerequisite from the SuiteAnswer you provided Thanks again!

in Invoice not appearing in ESL Report Comment by User_HIG7E Dec 1, 2023 10:28AM

Hi @Clarisa De Torres-Oracle , thank you so much!

in Defining VAT registration number for Subisidiary Comment by User_HIG7E Nov 30, 2023 8:35AM

@Clarisa De Torres-Oracle yes, it's working now! thank you so much!

in Item Account Mapping not working on IC Invoice Comment by User_HIG7E Nov 20, 2023 2:19PM

I did it. I used ${item.filedID} instead of ${record.item.filediD} as system suggested.

in How to print Custom Transaction line field in Advanced PDF print form? Comment by User_HIG7E Nov 6, 2023 11:58AM

I found the way - you should make duplicate set of fields and populate them with workflows, then hide duplicated fields and you can source them to the saved search.

in Reporting on Summary Search Custom Fields Comment by User_HIG7E Oct 9, 2023 11:22AM

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