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Hi All, yes the case statement worked. thank you for your help!

I am building an analytics report that needs to look at item fulfilment for accurate COGS, invoices & credit Memo's for the revenue, plus 3 custom fields/columns that calculate a shipping value (WH Delivery) based on data from a custom table but also a rebate value (column title TT) based on another custom table which are…

Still wasn't able to achieve this

Thanks everyone for your input. The limitation around a supervisor and any of his subordinates (or team) not being able to see their own and each other's customers is really disappointing. Not sure that the logged enhancement @Veronica Steluta Mincior-Oracle would help in this instance.

Hi @Tigran Shahnazaryan With the role access of 'own and subordinates only" the sales reps with that role can only see their own customers, and the supervisor of those reps can see their own customers plus their subordinates, so I believe this is working correctly. What I am trying to achieve is the ability for the…

This makes sense, is there any way to adjust this number to show more than 14 columns?

I don't think that has worked. The Saved search that the workflow looks to still has the same number of transactions on it after I released the workflow with the update (which is on a schedule to run every 30mins).

Item card (label for 'field id: class' has been updated to 'Segment')

There is a class on the item card for each item that I want to set into the Class (Line) field. I understand that's why the workflow isn't working but I'm stuck on how to source the data from the item card to populate into the class column of the transaction line item.

Hi Angela, think this seems like the best option. Will give this a go.

Hi Clarisa, Yes correct, would like to show the $ Value required for the deposit and then for final invoice, the form to show the deposit paid & remaining value to be paid according to the 30 days payment term.

Hi @Clarisa De Torres-Oracle if you look at the screen shot of User_Q1DPO original post, he has got a specific date in his "as of" field. I don't have the ability to enter a specific date, only select periods. When customizing that filter, there is no option to change the type of filter that the "As of" is. I understand…

How were you able to get yours to show an "As-of" specific date? I am only able to select from a period. When customizing the report can't seem to change this function either. I need ability to select specific date as well as a to and from range.

Thank you, this makes sense. Appreciate the response & help.

GLN field sits on the address of the customer in the customer card.

Below is the shipping address for a customer on the customer card. When opening this address there is the GLN detail (which is a customer field) and the GLN relates to that address. This is the shipping tab from a sales order for that customer. I have created a customer field called GLN and I would like to pull the GLN…