User_HIG7E Green Ribbon

Hi all! Thanks @Wee Ming for the answer. @Clarisa De Torres-Oracle your suggestion did it, thank you!

Hi @Patrick Fresnosa-Oracle , no, that won't work, beacause I need one project in a single row. However, thank you so much for your time, I suppose there is no way to do this with a saved search.

Hi @Patrick Fresnosa-Oracle, I am aware that I can add another criteria: Transation:Type and to set it to Invoice, but in that case Saved Search will show ONLY the projects that have invoice, and I need all the projects in the system where formula fields will be populated if the project has invoice. I have thousand of…

Hi @Patrick Fresnosa-Oracle, Sales value is just a regular currency field on the project record. I tried without it and projects stay multiplied in several rows - problem is definitely in the formula fields (fields related to the transaction).

Thanks for the suggestion @Patrick Fresnosa-Oracle , but I cannot do that because the screenshots that I attached are I am using to deal with these columns (invoice related) only - they should be part of a more complex saved search (with 40 fields and other formulas too). I did not screenshot that saved search because it…

Hi @Patrick Fresnosa-Oracle, no worries :) Here is the screenshot of the results, yellow fields are the one we talked about and same project and it's rows are marked with red. Here is the screenshot of the results setup: Each project has one invoice or none. However, one project can have multiple bills related to it.…

Hi @Patrick Fresnosa-Oracle, thanks for suggestion, TO CHAT works fine, that's not an issue - the issue is that I now have one project in more than one row (even of projects that do not have populated any of the columns where I used CASE WHEN formula) and I need it to be: one row-one project as it was before I put these…

Hi @Patrick Fresnosa-Oracle, thanks for the quick reply! Your syntax worked! For everything except for invoice date, but I did that with TO_CHAR function. Search pulls out right data now, but I have same project in multiple lines now (even of projects that do not have populated any of the columns where I used CASE WHEN…

Hi, thanks to all! @Patrick Fresnosa-Oracle this was helpful, now transaction appears, thanks!

Hi @Clarisa De Torres-Oracle thanks for prompt reply. I found the mistake, tax periods for these transactions were closed when transactions were created int he system, thus transactions didn't have correct tax period. Thanks anyways!

Hi @Patrick Fresnosa-Oracle thanks for the reply!

Hi all and @Nicole Mendoza-Oracle , I figured it out - should have check Store Form with Record check box on the form that is not preferred. Thanks!

Thanks for the reply @Elychelle Gulen-Oracle :)

Hi @Elychelle Gulen-Oracle thanks for the reply! I was aware of the SuiteAnswer you mentioned, and I did use SEPA for vendors inside EU, because for that payment only IBAN and BIC are needed. However, when I wanted to make payment toward a vendor located in USA I needed completely different set of data (Account number, ABA…

Hi @Clarisa De Torres-Oracle , thank you for the clarification and for alternative solution. We will try this way for sure. Thanks again!

Thanks for the info @Dominica Sevilla-Oracle

Hi @Patrick Fresnosa-Oracle , thank you so much! You were right, wrong tax code was on the transaction, it didn't meet the prerequisite from the SuiteAnswer you provided Thanks again!

Hi @Clarisa De Torres-Oracle , thank you so much!

@Clarisa De Torres-Oracle yes, it's working now! thank you so much!

I did it. I used ${item.filedID} instead of ${record.item.filediD} as system suggested.

I found the way - you should make duplicate set of fields and populate them with workflows, then hide duplicated fields and you can source them to the saved search.