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Here are some examples to get your creative juices flowing.
"Did I pay vendor John Doe last month?"
"Take me to my largest sales order for this month."
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Here are some examples to get your creative juices flowing.
"Did I pay vendor John Doe last month?"
"Take me to my largest sales order for this month."
"What invoices haven't been paid yet?"
Saved Search for Revenue Elements from a Subscription
Hi team,
I can run a revenue elements saved search by source transaction type = Cash Sale or Sales Order. On the revenue element record this is represented in the Source line field. Some of our revenue elements are created from Subscriptions. I want to create a saved search search that only shows revenue elements from Subscriptions. Any tips? I have tried almost all the field options on the saved search Type = Revenue Element to no avail.
I noticed that only subscription based revenue elements have a value for the Subscription Line so I tried to add this criteria as None of -None-
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