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Celebrate Your 2025 Community Recap & Achievements!
We’re excited to announce that the 2025 Community Recap is now available! This special recap highlights the amazing contributions and achievements of our members over the year and celebrates the collective success of our community.
Check your personalized recap to see the impact you made in 2025 and how your efforts helped shape our community’s growth and success.
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Thank you to everyone for your passion, collaboration, and support. Here’s to building an even stronger community together in the year ahead!
We’re excited to announce that the 2025 Community Recap is now available! This special recap highlights the amazing contributions and achievements of our members over the year and celebrates the collective success of our community.
Check your personalized recap to see the impact you made in 2025 and how your efforts helped shape our community’s growth and success.
View Your 2025 Community Recap
Thank you to everyone for your passion, collaboration, and support. Here’s to building an even stronger community together in the year ahead!
Comments
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If anyone can tell me how to create these journal entries automatically, that would be very much appreciated!
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@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…
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@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!
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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…
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@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…
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@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…
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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.
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hi @Jervin Nicholas Teopengco-Oracle i didnt edit the save search, simply refreshed the results and it still reverted
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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 <
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hi @Ivy Lopez-Oracle yes, it worked but it reverted back even though i didnt make any changes.
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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…