MichelCA Red Ribbon

Hi @Patrick Fresnosa-Oracle Sorry for the delay, Yes I was able to create it, thank yo very much for the help.

Hi @Patrick Fresnosa-Oracle Thanks for you answer, but I have a question, in this case, how to create a Tax Code non taxable?

Hi @Patrick Fresnosa-Oracle I don't have subsidiaries, but I have this field that is in the Financial tab, is it the same? In this case, the taxes that are shown to me are tax codes that I have, and I would like to create a vendor bill where no type of tax is applied since it doesn't apply.

Hi @Patrick Fresnosa-Oracle I only have the "Advanced Taxes" option. How I can exempt a transaction by its items or vendor associated to the bill? The country is Mexico.

Hi @Jeremy Guimaras -Oracle Yes, I was able to review it, thank you very much for the information.

Hi @Clarisa De Torres-Oracle I followed the instructions in the article you shared with me and the results were correct, that is, my amounts are correct according to the columns I am adding. My question is: the amounts shown are according to the date filter on or before today but if I modified that date my amounts are no…

Hi @Jeremy Guimaras -Oracle Thanks you very much for the information.

Hi @Clarisa De Torres-Oracle I checked the previous comment and it works for me. Thanks! :)

Hi @Patrick Fresnosa-Oracle We are not using the Wittholding Tax bundle, normally taxes whether positive or negative, as in this case we create withholding in configuration > accounting and in the tax options For this use of that bundle, is any specific configuration needed?

Hi @Patrick Fresnosa-Oracle Yes… a tax group was used, the tax group has VAT 0 and an ISR withholding of 10% This is the configuration of ISR withholding: Tax Type: Tax Code:

Hi @Patrick Fresnosa-Oracle The steps I enter are the following: After creatinf and saving my invoice with the information corresponding to the CFDI, I click on the "Generate E-Document" button. After the electronic document has been generate, I click on the "Certify E-Document" button. After completing the certification…

Hi @Richard James Uri-Oracle On the Custom Plug-in types page, I have these plug-in And on the plug - in implementations page, I have these plug-in I am interested in the certification sending plug-in to be able to use the cancellation status in electronic documents.

Hi @Richard James Uri-Oracle I checked the plug-ins in my account and these are the plug-ins that I have enabled, they are only the custom ones.

Hi @Clarisa De Torres-Oracle How do I know if I have the certification plug-in? To this day we use the Mexico Localization bundle to certify our documents and the PAC we use is MySuite, but I don't know if I already have the certification plug-in. If you could tell me how I can find it without any problem, I could confirm…

@Clarisa De Torres-Oracle Thanks for the information But for example, in this case how can I establish that state? I understand that it is due to the certification sending plugin or the shared module API, but what are these options? This part is not clear to me. thanks.

Hi @Elychelle Gulen-Oracle Thanks for your help, but I still have with the problem. I removed the formula fields but the result is the same.

Hi @Elychelle Gulen-Oracle For example I have this vendor bill in the saved search This vendor bill es paid in full and this is the related record But in the saved search doesn't show me anything These are the criteria And the results are these Thank you!

Hi @Elychelle Gulen-Oracle To display related records I added the field "Applaying transaction" But it only shows me something in the purchase order and even if my vendor bill has a related transacción it doesn't show it to me This is the purchase order And this is the vendor bill

Hi @Tigran Shahnazaryan I put the field in "Normal" and I can select the project manually but I would like it to be shown automatically how it goes from purchase order to bill, to avoid any errors. And also I check the field and if it is the same in all transactions.

Thanks @Patrick Fresnosa-Oracle The information from the discussion that you share with me is the same as the notification I received. Is there more information about the enhancements to the template or what changes will it have?

Hi @Katerina Winklerova-Oracle In my case I want to create custom kpi's with accounts coming from the balance sheet, however, in the scorecard I can only show the total values of the transactions instead of the balance at the end of each period. Does the improvement apply to this case? In the same way, I would like to know…

Hi! Could you find any solution? I have the same problem.

Hi @Micah Timbol-Oracle I tried this and it worked MAX(CASE WHEN {custbody_h3_oportunidad_cerrada}='T' THEN {projectedamount} ELSE 0 END) - SUM(CASE WHEN {custbody_h3_oportunidad_cerrada}='T' THEN {applyingtransaction.netamountnotax} ELSE 0 END)

@Micah Timbol-Oracle Sure! I have a transaction-type saved search where I show the opportunities with what invoiced and charged and the sale price is also shown (I obtain this dara from field that comes from the opportunity that the name of "Projected total") Now, to this search I want to add a column called "Monto no…

@Sue Campau The defect number is Defect 708272 : <Saved Search > Type = Opportunity > Applying Transaction : Amount (Net of Tax) > Summary Type = Sum > Incorrect Value And they told me that it could be resolved within 15 weeks or 36 weeks.

Hi @Michelle Jabanes-Oracle An apology for the delay, making the change did not work but I raised a case with support and after reviewing several alternatives that they gave me did not work due to the duplicity that kept showing up in those transactions, in the end they detected the problem as a defect that has a category…

Hi @Michelle Jabanes-Oracle I'm sorry, I don't understand what you mean. When I open my opportunity I see that it has 4 invoice (as in the image). When I use the "Applying Transaction" field to see what my opportunity has been invoiced the amounts are fine, but when I reapply the "Applying Transaction" field to showing how…

Hi @Michelle Jabanes-Oracle Thanks for the help.

Hi @Michelle Jabanes-Oracle I already opened my transaction and these are the associated transactions. How can I show those results in the search and I can show what was invoiced and charged from the opportunity?

Hi @Joy Noreen Magoling-Oracle Of course, the saved search type I'm using is the same custom record type. My custom record type is called "Indicadores financieros" and the search type is called the same. My custom record has some fields where we enter data to display them in the home screen portlets, among the fields it…