HenryPhillips

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Thank you, Vernita. I found the top article, but it seemed just a guess. And I couldn't find another source/input/2nd opinion. I appreciate the additional figures and information.

in What do mid-sized companies see as an appropriate, annual ERP Cost/Revenue ratio? Comment by HenryPhillips Nov 30, 2023 11:24PM
Hi User_18250, Could this be a conflict based on the Role of the user doing the CSV import? Maybe their Role is specifically restricted from using the default/preferred Item custom form. If you're not already, I recommend having an Administrator Role user try the CSV import. -Henry

in What does Invalid customform reference key 273 result on a csv item import mean? Comment by HenryPhillips Nov 21, 2023 4:40PM
Hi Clarisa, Thank you for the reply and detailed instructions. Yes, I initially tried customizing the Income Statement but found some limitations. The date range customization you show is done in the Report builder, whereas I'd really like the user to be able to make the date range changes on the Report itself, with the…

in How to create a comparative Income Statement with 2 custom date ranges. Comment by HenryPhillips Nov 21, 2023 3:43PM
Thank you @Jack Daryl Espiel-Oracle. Understood on a script being required and why. I will try to create this next week, and reach out with any questions. I've never created a script but this seems like a good one to start with.

in How to set Custom Field on the appropriate Bin Records upon creating Item Receipt or Bin Transfer? Comment by HenryPhillips Mar 30, 2023 4:30PM

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