Daniel V

Hi @Shamaine Chan-Oracle , When I remove User Notes: Memo and User Notes: Date it works. I only want to show the most recent User Note: Memo for a transaction (even if there are more than one User Notes). Can a formula achieve this result and stop the duplication rather than the two User Notes fields? Thanks, Daniel

in AE:Transactions duplicating Comment by Daniel V Nov 30, 2021 10:06PM

Unfortunately not. Answer Id: 94461 appears to relate to my question but it's quite complicated.

in Customer Deposit Reconciliation Comment by Daniel V Nov 12, 2021 10:54PM

Here is the working formula sum(CASE WHEN {accounttype} = 'Income' THEN {amount} ELSE 0 END + CASE WHEN {accounttype} = 'Deferred Revenue' THEN {amount} ELSE 0 END - CASE WHEN {accounttype} = 'Cost of Goods Sold' THEN {amount} ELSE 0 END) / NULLIF(sum(CASE WHEN {accounttype} = 'Income' THEN {amount} ELSE 0 END + CASE WHEN…

in Revenue by Customer Saved Search Comment by Daniel V Nov 12, 2021 10:02AM

Hi @Patrick Fresnosa-Oracle - no errors. The formula is not producing the correct Gross Margin result.

in Revenue by Customer Saved Search Comment by Daniel V Nov 11, 2021 1:45AM

Hi all, I've managed to create the formulas but can't get the gross margin to calculate correctly. Thanks, Daniel

in Revenue by Customer Saved Search Comment by Daniel V Nov 10, 2021 10:16AM

Apologies @Katerina Winklerova-Oracle - Reseller = Customer in our environment.

in Gross Margin by State Comment by Daniel V Nov 10, 2021 9:00AM

Thank you for responding @Dominica Sevilla-Oracle. I think what I need is a saved search that displays Customer Deposits that don't have a related Deposit Application i.e. Customer Deposit is still open and the amount remaining. Is that possible? Thanks, Daniel

in Customer Deposit Reconciliation Comment by Daniel V Nov 10, 2021 1:35AM

Hi @Micah Timbol-Oracle Basically, similar to a bank account, I would like to reconcile the Customer Deposits account. Thanks, Daniel

in Customer Deposit Reconciliation Comment by Daniel V Nov 9, 2021 4:07AM

Thank you so much @Ivy Lopez-Oracle ?

in AE:'Case when' Item has Inventory Detail:Number Comment by Daniel V Nov 1, 2021 9:27PM

Thanks @Ivy Lopez-Oracle - much appreciated. Could you also kindly provide the formula for the opposite as well i.e. when {inventorydetail.inventorynumber} is empty then round({costestimate}/{quantity}) Thanks, Daniel

in AE:'Case when' Item has Inventory Detail:Number Comment by Daniel V Nov 1, 2021 8:49PM

I don't think this is possible Enhancement # - 77429. Unless there is a workaround?

in Add 'CREATE PO' field to Saved Search Comment by Daniel V Nov 1, 2021 10:08AM

Hi @Ivy Lopez-Oracle, I came across your post as I'm wondering if it's possible to update item prices using mass update but only for one currency? The below criteria setting seems to update all currencies and we only require AUD to be updated. Thanks, Daniel

in Price Increase for Inventory, Non-Inventory and Service Items Comment by Daniel V Oct 22, 2021 11:38AM

Thanks @Jack Daryl Espiel-Oracle - I will investigate and generate the script and advise. Regards, Daniel

in Cost Estimate Type -> Can the Purchase Order Rate type include the landed costs Comment by Daniel V Oct 21, 2021 4:50AM

Hi @Joy Noreen Magoling-Oracle , @Jack Daryl Espiel-Oracle Yes, that's correct - all our Purchase Orders are generated from Sales Orders. Confirmed - regardless if Item Receipt has been created. Thanks, Daniel

in Cost Estimate Type -> Can the Purchase Order Rate type include the landed costs Comment by Daniel V Oct 20, 2021 3:03AM

Hi @Joy Noreen Magoling-Oracle, Just read your post and have the following question. In theory, would it be possible to create a script/workflow to add say 5% (to reflect Landed costs) when Purchase Price Cost Estimate Type is selected to calculate the EST. EXTENDED COST? Thanks, Daniel

in Cost Estimate Type -> Can the Purchase Order Rate type include the landed costs Comment by Daniel V Oct 16, 2021 10:24PM

Thanks @Shamaine Chan-Oracle ?

in Display invoice date in Saved Search when Type is Sales Order Comment by Daniel V Sep 25, 2021 8:36AM

I would like to display Invoices dated 1 September to 15 September 'Created From' Sales Orders (irrespective of when the Sales Order is dated). I believe the current saved search configuration is only displaying Invoices 'Created From' Sales Orders with a 'Sales Effective Date' between 1 September - 15 September. Much…

in Display invoice date in Saved Search when Type is Sales Order Comment by Daniel V Sep 23, 2021 4:30AM

@Shamaine Chan-Oracle thank you

in Display invoice date in Saved Search when Type is Sales Order Comment by Daniel V Sep 23, 2021 3:34AM

Hi @Dominica Sevilla-Oracle - I've edited the results to display by month ?

in Saved Search - sum results into bands/periods Comment by Daniel V Sep 22, 2021 11:16PM

Hi @Micah Timbol-Oracle, I edited the formula to round((CASE WHEN {accounttype}='Income' THEN {amount} ELSE 0 END)-(CASE WHEN {accounttype} = 'Cost of Goods Sold' THEN {amount} ELSE 0 END),0) ? Decimals are no longer displayed which is great but just wondering why there is one decimal displayed in the Dashboard Key…

in Gross margin % custom KPI meter Comment by Daniel V Sep 22, 2021 11:06PM

Thanks @Dominica Sevilla-Oracle - unfortunately it doesn't appear to work. Alternatively, I can group by Due Date but would be better if I could could group by month instead? Much appreciated, Daniel

in Saved Search - sum results into bands/periods Comment by Daniel V Sep 22, 2021 6:44AM

Thank you @Shamaine Chan-Oracle but the saved search is not displaying invoices such as when the Sales Order was created on 30 July 2021 and the invoice created on 1 September 2021. Do I need to add the Sales Order status in the Criteria? i.e. Fulfilled / Partially Fulfilled Thanks, Daniel

in Display invoice date in Saved Search when Type is Sales Order Comment by Daniel V Sep 21, 2021 3:53AM

Thanks @Joy Noreen Magoling-Oracle - is it possible to convert to a formula calculation so the amount is divided by the quantity AND {exchangerate}?

in Estimated extended cost Comment by Daniel V Sep 17, 2021 2:21AM

Thank you @Matrim ?

in Trim a saved search result (remove characters from Purchase Order result) Comment by Daniel V Sep 16, 2021 8:22PM

Thank you so much @JohnCirocco and @Dominica Sevilla-Oracle ?. This is great. Much appreciated ?️ Daniel

in Bill in advance of receipt saved search Comment by Daniel V Sep 15, 2021 11:12PM

Thank you @Dominica Sevilla-Oracle and @JohnCirocco ? Could you show me how to display the vendor invoice number and item amount. I need to display the total amount (to explain why our AP is higher than AR - as we don't invoice until items are received). I'm not sure how to reference the Applying Transaction Field in…

in Bill in advance of receipt saved search Comment by Daniel V Sep 15, 2021 12:24AM

@Micah Timbol-Oracle unfortunately, that doesn't seem to remove the two decimals?

in Gross margin % custom KPI meter Comment by Daniel V Sep 15, 2021 12:04AM

Hi @Micah Timbol-Oracle - do I add the formula in the criteria or results? or

in Gross margin % custom KPI meter Comment by Daniel V Sep 14, 2021 10:48AM

Thanks @Dominica Sevilla-Oracle - I've been able to link Purchase Order fields to a Sales Order. I applied the following Criteria and Results: Is there a common field that applies to both Purchase Order and Invoice? That way I can create two saved searches and link in excel via a VLOOKUP. Thanks, Daniel

in Invoice Saved Search > Purchase Order Number Comment by Daniel V Sep 8, 2021 10:23AM

Thanks @Michelle Jabanes-Oracle . Basically, a saved search with the following results; Date Inventory Detail: Number Item Item Sell Rate Item Unit Price Purchase Order Number Much appreciated! Thanks, Daniel

in Invoice Saved Search > Purchase Order Number Comment by Daniel V Sep 7, 2021 8:26AM

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