Thanks Pat. That was my original suggestion. Their preference was to not have to recalculate the total cost of all inventory, and to just deal with the qty that went in wrong. I don't see an option of doing it that way though, and the calculation isn't all that hard. Thanks for the input.

I think your saved search idea is the best option at this point. Then either use a dashboard or a reminder to prompt you to correct those. Problem with the custom column field is you'd have to script that formula. You can't use joins in your formulas on the defaults screen, so you won't be able to get the value from your…

That looks great. Is it the "transaction numner (text)" field that you're using as the filter, or something different? I can't seem to make it work with that filter setup. Could you share your criteria and filter setup?

I've also tried "Document Number/ID" My Current Search is basic and as follows: Criteria: Main Line = true Type = Sales Order Results: Date Document Number Name Filter: Document Number/ID I've tried as you described, entering in the filter SO123 OR SO321. I've also tried enclosing the whole thing in quotes, single…

Hi Guys, Thanks I made it work. It seems that despite what I said, I hadn't used the filter type "Has Keywords" with the "Document/ID" Filter. When I made it a search form instead of just a search, I was able to see the Filter Type would automatically change to "Has Keywords" when I entered a string with a OR in it. I went…

If this is an item search, you should be able to set criteria "Transaction Type = Sales Order/Invoice/Cash Sales (depending what you're keying off of" and on the results tab, include the transaction date, summary type = minimum. You'll have to group all of your other results columns, but it should give you what you're…

Interesting article, but the logic seems incorrect. The top paragraph contains the following statement "Note that the BuildableQuantity = Quantity – Built". This is not correct. Buildable Qty should (and does in the native field) represent the # of units that are possible to be built based on the qty available of the…

Thanks John, I was thinking about that, but couldn't using the available # be an issue we're doing a search of WOs? If the WO already exists, depending on your commitment settings, the components are potentially already committed. In theory a work order could be completely buildable, with an available qty of 0. Am I…

Hey John, Could you share how you've structured this search? Are you just looking at the min or max back ordered qty and dividing by the qty or something like that? Thanks, Mike

Sorry. This one never got any traction. I feel like it would a nice option to be able to build into the assembly item record itself, but I've let this one go for the moment.

Thanks Leacc. This is ultimately what I ended up doing. I did end up with a little scripting, so that the custom record would auto tie into the transaction & reference the line item, but it works well, and is actually even easier to report against. Thanks.

Update: Oddly enough the same formula failing in workflow, works if I set the formula in the field. Unfortunately I can't store value, and it means the values don't populate until after submit, which won't work for me.

I laid a saved search out with the columns I wanted and then added my own custom sublist to the inventory tab based on that saved search. The only thing I couldn't duplicate was the open fields for re-order point and stock levels etc. So I left the standard tab there, but pushed it all the way to the right. Then I display…

Hmm..Ok so let me amend my comment. It appears its not a prospect v customer. It's a create vs edit problem. When I create a new prospect, I'm unable to chose taxable. If I go ahead and edit that prospect afterwards I do have the taxable field. Makes it hard when creating prospects on the fly using the pop-out from from…

Was there ever an answer to this? I'm struggling with something similar.

How would I set the "Amount" column? I'd like it to just divide the total by the recurrence count like a typical billing schedule would do. Do I need to add lines for 28,56,84.... days?

So there are two subs. Unique tax IDs. They both have nexus in NY in this case. On the Setup Taxes page, there is only one option for the "Preferred Tax Agency". This works fine for normal system calculated taxes. When I go to pay taxes, it automatically uses the shadow "NY Tax Agency" vendor called "NY Tax Agency…

I'm not sure of your exact use case, but I've worked around this in the past by creating a custom text area field, and sourcing the bill to address of the customer, or transaction that I'm working with. An email template will read and insert the block address correctly from the text area field. Unless you need to parse the…

Thanks for the info.

Thanks Carl, I was thinking more complex. Sometimes it helps to have someone from the outside just point out a simple solution. That'll work for us.

Was there any update here? Certainly past 15.2 but having the same issue. Not even sure where to look.

Thanks for the input everyone. I think this will get me going in the right direction.

Hi Paul, did you ever find an answer on this. I also would like a Project Summary report which shows all transactions, time, expenses, JEs etc related to a single project. I'm summing and storing the total of each of those on the record, but I'd like to be able to run a single detailed report which would show each…

One additional thing I've found in testing. If I recreate the company as a customer first, and then add the vendor second as the "Other Relationship" it also works, where my users who can access only customer can search for and find the contact.

I haven't found anything on the Outlook settings that seem to be relevant. If I remove the "company" from the main line of the contact, but leave the company setup under "relationships" it works. This isn't a great solution, however, as when you global search by company name you don't see the contact. Also of note, the…

I removed the "Company" from the contact record, making it a stand alone contact. I then tried to add the relationship back in. I never separated the customer/vendor relationship.

Great thanks.

Interesting. So if I'm understanding this correctly, the actual "Advanced PDF/HTML" really doesn't have any design on it itself, it simply calls an xml template, and all of your style/design work is done on the XML? Thanks, Mike

Thanks Kirk. I tried just setting the field to an integer and I get the same result. I didn't trying CAST or CONVERT though. I tried TO_NUMBER and it works after submit, but not after field edit. I went ahead and tried my original formula after submit, and it works correctly. Looks like the server is interpreting the…

Hi Zack, Thanks for the input. I ended up just creating a new field on the record and sourcing it from the joined field I was trying to use. When I get some time I'll play around with your suggestion. good to know. Thanks,