Thank you @Michelle Jabanes-Oracle, would it ne possible to get a little more assistance with this? Currently I have this email template in place, as for the data in the screenshot below, I would like to improve the visibility, by pouring this into a table, 2 column table: Below that, is there a way I can present the…

Amazing, thank you @Kristoffer Viray-Oracle for the very detailed answer

Hi @Kristoffer Viray-Oracle, yes of course, please see below

Thank you @Ivy Lopez-Oracle for this helpful input.

Hi @Kristoffer Viray-Oracle not just custom fields, I remember encountering this issue in other places as well, just need to find it, will update once I do as reference. thank you

Thank you @Kristoffer Viray-Oracle I greatly appreciate this

Thank you @Kristoffer Viray-Oracle for the checkup, but I am not sure I follow, the Enhancement Idea is referring to filtering where as I am not able to understand why there is an expansion of the chart of account? Sorry for the trouble. Thank you for your assistance.

Sure thing @Kristoffer Viray-Oracle, please see attached screenshot below. thank you

Hi @Katerina Winklerova-Oracle yes that is correct, thank you

@Kristoffer Viray-Oracle AMAZING!!!!!!!!!!!!!!!! Thank you so much, it works like a charm!!!!

@Kristoffer Viray-Oracle, bless your heart, WORKING!!! Thank you so much!!!!

Hi @Kristoffer Viray-Oracle I have found a formula field for the Ship Date value, just not sure how to place in the WF and if it will work, just tried it but so far no luck: {actualshipdate}, could you please give this is a shot? thank you

Hi @Kristoffer Viray-Oracle I have done that as well before you've suggested and it comes up with the same result. this is a tricky field for it receives the date value from the system information (you can check me on this). Thank you

@Kristoffer Viray-Oracle great stuff, thank you for this, I have just completed the setup for this and as you said the only trigger will be a edit & save method. I was aiming for a full automation without any additional manual labor, do you think there is a way to have this without the edit & save step? Meaning that once a…

@Kristoffer Viray-Oracle yes of course ,please see screenshot below:

@Heera Verma thank you for the suggestion. Never actually created a suite script myself, is this something you can walk me through? Thank you in advance.

Hi @Kristoffer Viray-Oracle thank you for your assistance, I have tried all the different methods mentioned, I even deleted the custom field & WF and started from scratch but unfortunately, no luck.

@Kristoffer Viray-Oracle, just tried it and same results. On your end, when tested this, is it working?

Hi @Kristoffer Viray-Oracle I have just completed one last thorough checkup on my end. As for the custom field, I have changed it to 'Store Value', I am working in SBX, so I don't mind making any changes. I Also discovered that the field was still set to a saved search I have tested so it will auto populate. So I removed…

Sure thing

Thank you @Kristoffer Viray-Oracle, I have just deployed the changes to my WF, but no luck, please see screenshots below. The field gets auto populated to the Ship Date, but when clicking Edit-->Changing date in 'Actual Field Date' (custom Field) --> Save --> Date changes back to the same as 'Ship Date' Maybe I am missing…

WOW thank you @Joahnna Given Uy-Oracle I will give this a try!

Thank you @Dominica Sevilla-Oracle and I apologize in advance for the I have caused but this was not my goal. I would like to created a saved search for Bill which have not yet been credit (Bill Credit) on the one hand. But on the other, I would like to EXCLUDE any Bill Payments & Currency Evaluation from the report. The…

Thank you @Dominica Sevilla-Oracle, will give this a shot, in-house we discussed a script, but I first want to try a WF, will give this a shot, if this does not meet our requirements, we will try to use script. Thank you again.

Thank you very much for this informed and through checkup @Dominica Sevilla-Oracle, one more question if I may, is there an alternative solution we can manually create? A workaround? Say maybe a WF which will eliminate the 'Credit' button once a Bill has been credited? Thank you

attached is clip

Thank you @Dominica Sevilla-Oracle & @Patrick Fresnosa-Oracle for you response!

Thank you @Dominica Sevilla-Oracle, this could have been a great solution BUT, I cannot filter the IF in particular that I want to update since there no consistent rule & ALSO, the value for the custom field is not identical for all transaction. I appreciate the suggestion and details but we will handle this manually. I…

Thank you @JohnCirocco sound interesting, but how were able to choose the values you'd like to populate for the IF you've chosen in the saved search?

Thank you @Joy Noreen Magoling-Oracle for your feedback, will have a look on how many votes this idea has.