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Hey @Red Velasco-Oracle I was able to figure out the email piece of my workflow. I think im all set. I appreciate your help!

Hello @Red Velasco-Oracle , I was able to create the saved search and the workflow! What i want to do now is have the workflow send an email to a specific user after it executes. How would i inlcude the customer name that has been updated in the email? Thank you!

Thanks for the quick response. I will test and get back to you.

The bank details are located on the Customer record, so the workflow record types will need to be set to Customer, correct? Like this. However, wont i need to set the sub type to Bank Details or something like that? Right now all i see is Customer under the sub type. Im not sure how to point the workflow to the Customer >…

We are still waiting for the user to test this. I will report back as soon as i results are available.

I think its a role permission issue. We are currently testing the "Manage Accounting Periods" permission for the affected role. I will report back with the findings.

Hello, Would that be the permission below? If so, the user who cannot see the End Date column in the report, does NOT have this role permission.

Hi, No, End Date is not a custom field. This is where the field lives. Thank you!

Hello @Alex Joves -Oracle and @User_9CV6P , The suggestion from @User_9CV6P worked. I appreciate all of your help!

Hello @Alex Joves -Oracle ! I tried your fix and the two fields are still blank on the Modification Note. Below are screenshots of both fields: Customer Name Invoice Date Here is the Modification Form in Edit mode And in View mode Please let me know if you need any other screenshots or information. I appreciate your help.

Hello @Judith Culanding-Oracle , thanks for the detailed steps. I think this will get me to a starting point and i will modify from here. I appreciate your help!

Hi @Red Velasco-Oracle We were able to figure the pdf issue by changing the user to a different role. Seems like it was an easy fix, but i surely appreciate your help!

Thanks for the quick response @Red Velasco-Oracle . We've already tested the the invoice against different users. The first screenshot is from that user; the second screenshot is the invoice pdf when myself and a handful of other users, with the same role, generate the pdf. The invoice information itself is the same for…

Here is how the invoice PDF looks for everyone else, except the one specified user. I did notice that on the invoice below, there are no white borders within the Payment Remittance block. Same goes for the block in the middle starting with "March 2026" and the pink row at the top with starting with "Customer ID: 73". Im…

Hi @Chelsea Jacobs we rolled this dev out to PROD and it looks like its working. Ill let you know if we run into any issues! I really appreciate your help and patience with this.

Hello @Chelsea Jacobs and @Shiela Marie Villaluz-Oracle . I apologize for the delay. I will wrap up my testing tomorrow and let you know how it went. Thank you.

Hey @Chelsea Jacobs i apologize for the delay. Im still testing this setup. Ill let you know if its successful. Thank you!

Ok, so looks like my workflow test run is working - updated 20 records! The 20 records were also updated on the customer form > new field 2. Im doing all this in sandbox so ill push the custom fields, searches and workflow to production and verify there as well. Ill keep you posted but this looks very promising!

So this is a separate search from the one tied to the custom entity field, correct?

Also results: I appreciate your patience with this. Thanks.

Hey @Chelsea Jacobs I created the workflow and ran it but i get the following error. Here is my saved search for reference.

Hi @Chelsea Jacobs Thanks for responding! I created a new search and was able to link the custom entity field to it. For the "stored" entity, would it be the same a field 1, just with the "Store Value" box checked? And once do that the scheduled workflow would be Type = Customer. And the Action = Set Field Value, where the…

Hello, just following up on this. Thank you!

Hi @Chelsea Jacobs If i remove Customer from the results, the sum is the only one left. I dont understand how this total will be used to populate the custom field for every customer's unique GL-10100 balance? 2. i updated the field to currency and unchecked "Store Value", but i still dont see my saved search, or anything,…

Hi @Chelsea Jacobs I appreciate your quick response! Ive created the first saved search for A/R Balance - GL 10100. Below are criteria, results and preview of data. Im working on this first and once i nail it down, i can replicate most for the A/R Overdue Balance - GL 10100 piece. Criteria Results Preview - returns GL…

Thanks @Angelica Mae Segador-Oracle We are all set, but i do appreciate your insight.

Hello @Angela Bayliss and @Alex Joves -Oracle Thank you both for your insight. This definitely helps us move forward and how we'll utilize the Check# field!

Hello @Ramu Komireddy_9891 , thanks for the suggestion. We wound up doing a direct map and set a static value for each of the payment methods. I think this will work for us. Thanks!

Hello, I think i made some progress. It looks like the Document Number in the Customer >Sales > Transaction sublist pulls in the value from the Check # field? The values in red below are all populated from the Check # field. The ones in yellow, have a blank Check # field. Can someone please confirm if this is standard…