Best Of

Hi Jeremy, I finally change to other summary function and it works. Thanks a lot

Hello User_KSN9M,

This is possible but we cannot add it in the total box since it is still not customizable.

What we can do here, is create a saved search that will be the source of the value that we will be displaying in the custom field, but please be advised that it will only show the field in the main body of the record or the custom subtab. Let me know if you want to proceed with this. Thank you!

-Lyka

Hi

@CDuf @Niks Blando-Oracle

I was filing same time you did, mine is New Case # 5657445.

Thank you

Glad you are finding answers. :)

~angela

Hi @Michelle Jabanes-Oracle

In this case, I believe this is not a bulk mail merge based on the fact that I can't see anything for that in the bulk merge history (the last bulk merge was done in 2022)

I was wondering what other types of email sends exist which don't keep a copy of the message on the customer record.

The only two I am aware of are saved searches (scheduled emails or emails sent from updates) or bulk mail merges

Based on what I mentioned above, I suspect it is neither of these.

thanks

Great information, @Angela Bayliss

I'm bookmarking this.

Once you have defined your 'cutover' date (the date you intend to stop using the subsidiary), you will need to create a saved search for all inventory on hand for the deprecated Subsidiary. you will need to adjust the inventory out of the old subsidiary, and adjust it into the new subsidiary. (even any inactive on hand inventory - watch out for that, it get's me sometimes. When you run your inventory valuation, make sure that your filters are including inactive items)

After you move the inventory, You will also need to run a trial balance for the 'cutover' date on the old subsidiary, and clear the values out by exporting the Trial balance from the old subsidiary, reverse the debit/credit column headers, and importing it back. This should bring the trial balance for that subsidiary to zero, and allow you to 'inactivate' it as needed.

You will then import the Trial Balance into the parent subsidiary - (note that bank accounts & credit card accounts will need to be closed, you cannot load the balance of a bank account from one subsidiary to another).

Planning is key. Also key is having Finance support you by running financial reports before and after, to ensure the balances still tie out and you aren't out of balance somewhere.

You can do this!

~angela

as of no reply from support. l will post the answer once I got the reply from support

Hi @PaulFleetwood,

The standard behavior is that the Inventory Count will follow the Stock Units of the Item but that does not seem the case in your screenshots. This could be a potential defect. I sent you an email please reply with the needed detail.

Hi Patrick

We find editing the Rounding Revaluation JE Date from Original Invoice Date to Payment Date is better with no obvious accounting impact on Subledger Aging and General Ledger.

Kedalene Chong