User_S3PB4 Newbie

Ok, thank you

If anyone can tell me how to create these journal entries automatically, that would be very much appreciated!

@Aly Magpantay-Oracle I created a saved search on item fulfillment group by customer and sum of the field that contains the freight cost. Then i added a filter for dates to run by month. Lastly, at the end of each month i create a journal entry to credit the shipping account and debit the same account and on the debit line…

@Aly Magpantay-Oracle I figured out how to create a report that shows totals, but i am manually creating journal entries to adjust per customer, i couldnt figure out how to do this automatically. Thanks!

Thanks @Tigran Shahnazaryan and @Angela Bayliss, Ideally this would be done automatically without having to run journal entries every week. Can I create a field on the customer level that is a total of the shipping expenses (calculated field) that will keep updating and then add that field to the customized income…

@Jervin Nicholas Teopengco-Oracle when i update the query without spaces, it returns an empty value for this field CASE WHEN {custbody_pacejet_shipped_method} = 'FedEx Ground' THEN 'FedExGround' WHEN {custbody_pacejet_shipped_method} = 'FedEx SmartPost' THEN 'Smartpost' WHEN {custbody_pacejet_shipped_method} = 'FedEx Home…

@Jervin Nicholas Teopengco-Oracle The query returns the desired results after i go into edit mode, change back the symbols and run. but it keeps reverting back everytime it runs without editing CASE WHEN {custbody_pacejet_shipped_method} = 'FedEx Ground' THEN 'FedExGround' WHEN {custbody_pacejet_shipped_method} = 'FedEx…

hi @Jervin Nicholas Teopengco-Oracle i know based on the results. As you can see in the below screenshot, the field is empty. then i go into edit mode and see it reverted back. Also when i remove the space as you suggested, it doesnt return the results.

hi @Jervin Nicholas Teopengco-Oracle i didnt edit the save search, simply refreshed the results and it still reverted

hi @Jervin Nicholas Teopengco-Oracle yes, i re-ran it and the values were empty so i looked at the query and see that it changed back to > or <

hi @Ivy Lopez-Oracle yes, it worked but it reverted back even though i didnt make any changes.

Hi @Ivy Lopez-Oracle, Thank you so much! That worked for the most part! Just one value isnt returning the results im looking for - "UPS SurePost >1LB", its returning blank. Why would that be happening? Here is my formula CASE WHEN {custbody_pacejet_shipped_method} = 'FedEx Ground' THEN 'FedExGround' WHEN…