Judith Culanding-Oracle Bronze Crown

Hi @Amanda Edwards, thank you for answer. We value your efforts in sharing your knowledge with others. Hello @Vernita, have you checked the comment of Amanda? Kindly see the article for the full details. Sales Order can have multiple Customer Deposits as long as the sales orders fall upon the criteria or requirements…

Hello @Vernita, let's discuss the issue in adding the Amount Paid from the thread How to source the payment field from a bill payment record for proper monitoring and avoid confusion. Since this thread is originally created for adding the Vendor name in a Payment File Administration Saved Search. Kindly reply in the…

Hi @Vernita, kindly send also a screenshot of your Criteria tab. Note that any added Criteria, Results and filters may affect the results of the report.

Hi @Vernita, To get the Total Amount of the Bill, use the field Applied To Transaction : Amount. On the other hand, use the field Applied To Transaction : Amount Paid to get the total amount paid per Bill. Note that this is to be used for Bill Payment Transaction Saved Search.

Hello @Vernita, I have replicated the same criteria on my end and all data needed was returned other than the amounts. To get the Amount Paid from the Bill, you can add Applied To Transaction : Amount Paid in the Results tab. If you use the original Criteria and Results I mentioned, it will return all the required details…

Hi @User_BT2R4, following up on the exact steps you did in your import process including a screenshot of the Field Mapping. Thank you

Hi @Vernita, please send a screenshot of your Saved Search Criteria and Results tab.

Hi @User_BT2R4, can you confirm the exact steps in your import process including a screenshot of the Field Mapping. Thank you

Hi @Vernita, were you able to test the alternative solution from the last comment? Please let us know if you have further question. Thank you

Greetings, everyone! We have a fellow member, @Vernita, who could use our assistance. Please don't hesitate to share your knowledge and best practices to help them out. Your input is highly valued and appreciated!

Hi @Abhishek_A, can you confirm the actual behavior on your end? what is the timing of the refresh? Please provide the time of the last two refresh if not 24 hours. Hello @Sydney Agus-Oracle, kindly refer to the last comment of the @Abhishek_A and provide them some insight of what could be missing on their setup. Thank you!

Hi @Vernita, per checking, adding the actual Vendor name is not possible using the Payment File Administration Saved Search. As an alternative solution, you can use the Transaction Saved Search. Use the following Criteria and Results below: • Add the following Saved Search Criteria: ○ Type: is Bill Payment. ○ Main Line: is…

Hi @Vernita, following up on your confirmation about the Search Type you are using. Thank you!

Hi @Vernita, can you confirm what is the Search Type you are using for your Saved Search report, is it Transaction Saved Search? If yes, please let us know also the added Criteria for the transaction type as the main source of data for the report.

Hi @brocha, if you were able to identify if these are custom fields or fields from certain bundles, please let us know so we can ask feedback from the correct team. Thank you

Hi @User_YPN6V, have you seen our last comment? Let us know if the information provided was helpful. We would greatly appreciate if you can click "Yes" on “Did this answer your question?” on the previous comment. This will also help other community members who might have the same concern find the answer easier.

Hi @Marie4455, Sure! Just let us know if you have further questions. Thanks

Hi @SouthernSun, we appreciate your dedication to sharing your knowledge with others. Hello @Marie4455, let us know if you have further question for this thread so we can ask the customization team for further assistance as the only workaround here is creation of custom field and a custom workflow.

Greetings, everyone! We have a fellow member, @User_IE1TF, who could use our assistance. Please don't hesitate to share your knowledge and best practices to help them out. Your input is highly valued and appreciated! In the meantime, you might be interested in participating in our Weekly Quiz. You only have until Sept. 19,…

Thank you @SouthernSun for sharing your insights on this! Hi @User_FQ0VR, you can check the last comment of @SouthernSun if that will be applicable on your end.

Hi @User_YPN6V, you can Void the Bill Credits by editing the record and clicking the Void button. See article 37347 Void a Bill Credit for more details. Please let me know if this resolves your concern. If you find this reply to your question as helpful, others with the same question might find it helpful as well. By…

Hi @brocha, kindly confirm also if these fields are available only when using certain bundle or module or a custom field as both fields are not available on a standard account.

Hi @Vernita, Please let us know if you have further questions for this concern. We would greatly appreciate if you can click "Yes" on “Did this answer your question?” on the previous comment. This will also help other community members who might have the same concern find the answer easier.

Hi @brocha, can you confirm what are the exact fields added in the customized Sales by Customer Detail report to source the Total Item Tax Amount and Total Invoice Amount? Upon checking, the only fields available to be added are 'Total Sales Tax' and 'Transaction Total,' but they do not show any values in the report on my…

Thank you @Amanda Edwards for sharing your insights on this! Hi @Vernita, there are no specific fields to classify the Vendor for the mode of payment. Though, you can add this information this under the Memo field or create a custom field if necessary. On the other hand, the Entity Bank (Vendor) field is not mandatory to…

Hi @Vismay Barot, Per checking, it is a standard behavior that rate/ amount will change when the Vendor name is changed. By design, the amount/rates change and follows the below hierarchy: Preferred Vendor set in the item record. Purchase Price set in the item record. Last purchase rate use in the previous transaction. The…

Hi @User_FQ0VR, A gentle follow up on your confirmation about the EIN field. Also, please let me know if you chose to implement the workaround and if you have further questions.

Hi @DanishBernadeth, thank you for sharing your insights on this! Hi @User_MO40Z, Vendor prepayment will only appear on the results if the Main Line is set to True while the Bills will only appear if the Main Line is False. To return all Applying Transactions of Purchase Order, you can set the Main Line to Either. You can…

Greetings, everyone! We have a fellow member, @User_FQ0VR, who could use our assistance. Please don't hesitate to share your knowledge and best practices to help them out. Your input is highly valued and appreciated!

Hi @User_FQ0VR, As per verification, the standard EIN field is only available under Company Information and Subsidiary record. Can you confirm if the EIN from the Vendor record is a custom field or a field from a bundle? Please provide the Field ID name. Alternatively, you can follow your proposed workaround. Retain the…