MarleneS

Thank you again!

in About Suite Answer 63669 - Expose Unpaid Amount on Purchase Orders Comment by MarleneS Nov 6, 2020 7:29PM

@Jack Daryl O Espiel-Oracle Thanks so much! Can the Unpaid Amount field be used on a Saved Search? I'm trying the following statement but it is bringing a result of zero: CASE WHEN {type}='Purchase Order' THEN {custbody_ms_projects_unpaid_amount} ELSE 0 END I have a Saved Search that is grouped by Project ID, and within…

in About Suite Answer 63669 - Expose Unpaid Amount on Purchase Orders Comment by MarleneS Nov 6, 2020 7:10PM

Thank you Mikko! All is well. Thanks in advance to all of you for your help, and let me know if you need me to provide any screenshots. Marlene

in About Suite Answer 63669 - Expose Unpaid Amount on Purchase Orders Comment by MarleneS Nov 6, 2020 2:56PM

I have never used the import functionality until yesterday. The CSV import file worked fine for me, but my problem is when going to the screen to reconcile the bank statement. There is no account for me to choose from, so really, there's nothing for me to do. I have opened a case with our consultant to see why this is…

in new CSV format for bank imports Comment by MarleneS May 2, 2018 11:18AM

I'm looking for this as well, and I added my vote on Enhancement #80997.

in Budget vs Actual as KPI Comment by MarleneS May 10, 2018 11:35AM

Interesting.. Today I am building a saved search, and came upon this post, because I am trying to sort by a Formula (text) field.

in Customer Profitability Comment by MarleneS May 7, 2018 10:16AM

We have a user who changed their password, yet, they still received e-mails reminding them that their password will expire soon.

in Password expiration emails Comment by MarleneS Feb 6, 2019 8:28AM

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