ShaunH Red Ribbon

Payments are accepted using the Accept Payment button on the customer. Below are 3 specific payments in question. We were not told what invoices to apply them to so they are showing as open. When I pull the report, default (A/R Payment History by Payment) these do not show up. Here is a report from 7/1. If money is applied…

I figured it out. There was an inactive employee that reported to Ben. I don't know why the report would consider inactive employees when calculating the report.

This was a major help. I was doing the same thing!

I got it figured out.

I'm still working through this. The SO form is marked as default. I was having issues and enabled the Multiple Partners because I the partner tab wasn't showing in the relationship sublist. I'll update once I can compare to sandbox and see how it's working there.

I don't have a Manufacturing Work In Process box to check on by Items & Inventory tab. I did remove the {iswip} field and it seems to be working. Thank you.

I am attempting to create this saved search but receive a message indicating my formula as an unrecognized field that needs to be corrected. Below is what I have (I copied from the information above.

I have discovered that it is showing the company name and the Subsidiary Name even though I have unchecked "Always Display Subsidiary Name" on the Subsidiary. Is there some other way to make it not show on reports?