Hi, Thank you for your response but unfortunately this is not feasible. what is happening is that, sometimes, there are invoices that we need to unapply to the JE. some of them are already closed-period. for example, the partner comes back a few months later and is like, hey, this payment's applied incorrectly. we need it…

Hello @Amanda Edwards, We're trying to track the Item Fulfillments. So based on the SA article, we only change the Criteria to Type = Item Fulfillment. Thank you!

Hello @Alex Joves -Oracle, Please see screenshots.

It is set to All.

Hello @Alex Joves -Oracle and @Angela Bayliss, Thank you for your insights. It's the other way around. It's from Opportunity to Project. If we update the Opportunity, we expect that the field on the Project record will be updated as well. I hope this clarifies. Thanks!

Hello @Amanda Edwards and @Angelica Mae Segador-Oracle, Workflow trigger is both on Create and View or Update. Thank you!

Thank you, Tigran and Michelle! I am trying this approach Create a Custom "Project" stored field on the Sales Order and use that in the Opportunity Saved Search to display the Project. I was able to create the field. However, I am trying to create a Workflow wherein when the standard Project Record field on the Sales Order…

Also, we are not allowed to delete transaction records. So deleting the Credit Memo and Invoice is not feasible.

Hello Clarisa, Can you share alternate solution for this limitation? We need to bill this Sales Order. Please advise. Thanks!

Hello Clarisa, Yes, we noted the change in Total of amount: However, we can't identify if it is indeed the Tax Amount. We want to verify the exact change or log for the Item line shared above. Also, per your screenshot, there's an Impact field. We can't find it on our end. Thanks!

Also, is there an Enhancement on having Void button or voiding vendor prepayment application? Thanks.

Hello Patrick, Per my understanding, in able to void the prepayment, we need to delete or void the prepayment application, correct? We are not allowed to delete records. Since there's no void button in the prepayment application, what's the alternate solution in voiding this? Thanks.

sorry have not had the chance to check let me check tomorrow. thank you

thank you this is helpful :)

thank you for that. sure. may i know how does that one work?

Nevermind i think it is ok now. thank you :)

updates please

yes. so instead of using a project saved search i should use the transaction saved search?

hi i am referring to the job/project saved search

so this is the job record right if we scroll down we will see the related records tab, which show the transactions, i would need to get the total of the Invoices if the status is Voided and Open which is 67245.85. and it should show on the Project Saved Search.

if it is not possible can i have someone to help me show the total amount of a certain transaction under the related records using a saved search? saved search for Project/Job for example : in here, the invoices has amount right so basically wat i want to do is if the invoice's status are both VOIDED and OPEN, i want to…

Basically something like a simple report from report builder. it is like project saved search but make it report builder. for the custom field it looks like this on the job

hi all any update please?

Hello Jervin, Here's the custom Item field: Thank you!

I still havent checked into it. will be checking this now I will let you know.

Hello Nicole, Thank you for this! This worked, but you will see the result on the title after saving the opportunity since the trigger is after record submit. We want to see the title being updated after editing the custom field 1 and custom field 2, without waiting for the record to be saved. On the last part of the…

This worked! Thank you, Jervin.

Hello Nicole, First field is List, which source the Customer list. Second field is Multiselect field, which source custom list.

Hello @Nicole Mendoza-Oracle, This worked on new Project records, the existing record is not updating. Can you please advise? Thanks! :)

Hello, Jervin. Apologies for the late response. This worked. Thank you! :)