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User_JI1MI Newbie

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  • Hi @Shiela Marie Villaluz-Oracle Thank you for the suggestions above but this does still not help. We have numerical invoices without prefix and they are not sorting numerically in the allocate cash screen
    in Why any does any search with invoice numbers in not sort correctly Comment by User_JI1MI Dec 8, 2025 12:29PM
  • @Cherry Eunice B Licyayo-Oracle , thank you for your advice. I followed the link and cannot find anything about linking your tax period to the accounting period. Could you paste the relevant snippet please
    in Tax period defaults Comment by User_JI1MI Dec 8, 2025 12:28PM
  • Sorry @Michelle Jabanes-Oracle, lastly if I click on the update projected total the projected total updates to include all the lines, but does not save this when I select 'save' it just reverts to what it was before
    in Projected total on opportunity Comment by User_JI1MI Dec 1, 2025 10:16AM
  • Hi, @Michelle Jabanes-Oracle No I am not referring to a custom field. Please see the screenshot below. I have 2 Opportunity lines and only 1 is updating in the projected total field. Secondly if I change the probability from 90% to 100% the projected total is unchanged
    in Projected total on opportunity Comment by User_JI1MI Dec 1, 2025 10:07AM
  • Hi, thank you for the message, but the issue is that even when I directly sort the saved search of customer transactions, it is not correctly sorting the documents per the screensot that I attached. Here is the problem even after selecting sort by doc number. As you can see we go from 873…to 872… and back again
    in Why any does any search with invoice numbers in not sort correctly Comment by User_JI1MI Oct 9, 2025 12:34PM
  • Hi, Thank you for the comment. I just want the invoice to attract the same tax period as the accounting period rather than anything to do with payments
    in Tax period defaults Comment by User_JI1MI Oct 9, 2025 8:01AM
  • Hi, Thanks for the message, but we have tax periods set up and need to report monthly. What we want is to stop invoices defaulting to the tax period based on the invoice date ie an invoice dated July and posted in August should be a Accounting period of August AND Tax period August also and not July, If not our tax…
    in Tax period defaults Comment by User_JI1MI Oct 8, 2025 5:06PM