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Thank you @Able Wilson, In our process, the Sales Order record will be created first, so the time we will create a Project record, there's already an existing Sales Order. And yes, aside from Customer field, we want to source other field value from Sales Order to Project, like the custom field "End User" (shown on the…

Hello @Able Wilson, There's a standard field on the Sales Order for Project Record (Field ID: job). When you click New or the + sign, you will be routed on creating a Project record. Thanks.

Hello @Shiela Marie Villaluz-Oracle, The alternate solution will work for future transactions. How about the affected Purchase Order and Item Receipt, how to correct this? We cannot edit the Expense amount in the IR to match the right amount. Thank you.

Hello, We have somehow the same situation, however, instead of Customer field, we cannot edit the Sales Order field on the Customer Deposit. The wrong and right Sales Orders have the same Customer. Please advise. Thank you!

Hello, We're encountering the reported issue as well. The Purchase Order has only Expenses and no Items; hence, there's no quantity that we can edit. Please advise. Thanks!

Hello, Here's the Criteria tab: Results tab: Saved Search result: Thank you for your assistance.

really would appreciate any help or suggestion. thank you

i see it now. thank you

hello. any update?

Hi, Thank you for your response but unfortunately this is not feasible. what is happening is that, sometimes, there are invoices that we need to unapply to the JE. some of them are already closed-period. for example, the partner comes back a few months later and is like, hey, this payment's applied incorrectly. we need it…

Hello @Amanda Edwards, We're trying to track the Item Fulfillments. So based on the SA article, we only change the Criteria to Type = Item Fulfillment. Thank you!

Hello @Alex Joves -Oracle, Please see screenshots.

It is set to All.

Hello @Alex Joves -Oracle and @Angela Bayliss, Thank you for your insights. It's the other way around. It's from Opportunity to Project. If we update the Opportunity, we expect that the field on the Project record will be updated as well. I hope this clarifies. Thanks!

Hello @Amanda Edwards and @Angelica Mae Segador-Oracle, Workflow trigger is both on Create and View or Update. Thank you!

Thank you, Tigran and Michelle! I am trying this approach Create a Custom "Project" stored field on the Sales Order and use that in the Opportunity Saved Search to display the Project. I was able to create the field. However, I am trying to create a Workflow wherein when the standard Project Record field on the Sales Order…

Also, we are not allowed to delete transaction records. So deleting the Credit Memo and Invoice is not feasible.

Hello Clarisa, Can you share alternate solution for this limitation? We need to bill this Sales Order. Please advise. Thanks!

Hello Clarisa, Yes, we noted the change in Total of amount: However, we can't identify if it is indeed the Tax Amount. We want to verify the exact change or log for the Item line shared above. Also, per your screenshot, there's an Impact field. We can't find it on our end. Thanks!

Also, is there an Enhancement on having Void button or voiding vendor prepayment application? Thanks.

Hello Patrick, Per my understanding, in able to void the prepayment, we need to delete or void the prepayment application, correct? We are not allowed to delete records. Since there's no void button in the prepayment application, what's the alternate solution in voiding this? Thanks.

sorry have not had the chance to check let me check tomorrow. thank you

thank you this is helpful :)

thank you for that. sure. may i know how does that one work?

Nevermind i think it is ok now. thank you :)

updates please

yes. so instead of using a project saved search i should use the transaction saved search?

hi i am referring to the job/project saved search

so this is the job record right if we scroll down we will see the related records tab, which show the transactions, i would need to get the total of the Invoices if the status is Voided and Open which is 67245.85. and it should show on the Project Saved Search.

if it is not possible can i have someone to help me show the total amount of a certain transaction under the related records using a saved search? saved search for Project/Job for example : in here, the invoices has amount right so basically wat i want to do is if the invoice's status are both VOIDED and OPEN, i want to…