Hi Alex, I was able to add the form as preferred under the new role + add the role under the tab 'roles' of the custom form (as mentioned in #2) Yet, I still do not see the subtab Access or cannot move elements under it. See screenshots: For some reason, Access is only under System information Subtabs list Let me know if…

Thank you Alex - I will check that and will get back to you.

Thank you all, we will manage to do it manually for now.

Yes, I have mimicked my saved search to a saved search that does populate under "Search". However, it is still now showing up.

Hi @Able Wilson I have done it this way and now i cannot find the saved search i created. Any advice?

Yes Store value is checked.

Hi @Clarisa De Torres-Oracle , below is what I received from the user. It looks like they are not hitting preview and going to directly merge.

Hi @Clarisa De Torres-Oracle , thank you for responding! Checking with the user now and will let you know when they respond.

Understood, this is what I thought. Are you able to let me know for how long the results remain on the Duplicate Resolution Status? Because somehow the one we did and failed 2 weeks ago, is no longer populating now. Thank you

Hi Elychelle, The request was changed so this is no longer required. Yet, we would love to know what formula should be used to identify the SO that contains only two or one specific items (for future requests) Thank you

Great, thank you I will check that out!

It's a different plan from the same arrangement. It's from ARM module. Thanks!

Hi Patrick, The Remaining Deferred Revenue is zeroed out. There is no mismatch between the Deferred Revenue Line and Deferred Revenue Total in the header, but it doesn't make sense with the amount. For example, one of the items' revenue amount after allocation is 69,499.34. Multiply it by the exchange rate of 1.2641 equals…

a JE was already generated from this line.

Hi Patrick, The source is a Sales Order and the revenue plan is created upon Billing. the correct Exchange rate is the same as the Revenue plan exchange rate, 1.2641 And unfortunately I cannot reproduce that in Sandbox. Thanks, Nir

Hi Patrick, Thank you for the detailed explanation. In my example, the revenue plan recognition has not started yet, and the updated revenue plan runs automatically every 3 hours. The revenue plan was created on December 21, and I took the screenshot more than 10 days later. According to what you described, this is not the…

Hi, adding the screenshots. Thanks, Nir

@Patrick Fresnosa-Oracle I use transaction saved search, with transaction type payment.

Hi @Tigran Shahnazaryan , We don't have any have invoices with a mismatch between the "Transaction Date" and "Accounting Period". Thank you!

Hi, the source transactions for the arrangements are sales orders. We created an automatic process that triggers the standard merge process according to specific conditions. It happens only for two arrangements with the same source transactions in 2 different books.

Hi @Tigran Shahnazaryan, We still have issues with it. The majority of the time it works well and the users have a workaround to solve this. They reject the SO so it goes back to the beginning of the WF and when it's submitted again it is usually fixed. We haven't drilled down to the bottom of the issue yet, but we are…

Hi Micah, There are no negative lines in both Sales Orders merged into the revenue arrangement and their matching invoices. Of course, we reallocated after unchecking the compliment checkbox. Other ideas? Thank you, Nir

Hi Micah, I just got a reply from the user that tried that, and unfortunately, it didn't work. Any other thoughts? Thanks, Nir

Hello @Katerina Winklerova-Oracle , I'm using new dataset which based on transactions. Thanks,

Thank you all for your suggestions. We will take it internally and proceed with the solution that will fit best to our users. Itzik.

Hi @Dominica Sevilla-Oracle and @Brian Stisser, Thank you for your answers, but I think I didn't explain myself as I intended to. Please allow me to be more clear with my question. Our Sales Orders are created in the system via integration (Workato). Then, the users start an internal approval process, that part of it (for…

Hi @Tafara, In case I change the settings to 'Hold', I get the error thorough integrations. The warning comes when we fulfill the orders manually, but usually we don't use Fulfillment. Thanks, Dikla

Hi @Dominica Sevilla-Oracle @Tigran Shahnazaryan Please find my answers below: Like what Tigran mentioned, can you confirm the unmodified AR Aging report works correctly every time? Yes. The standard Aging report works correctly. Is this working as intended before? If so, when did you start noticing the reported behavior?…

Hi @Tigran Shahnazaryan, Thank you SO MUCH for the informative response. We are reviewing this and will respond with our findings. Thanks, Itzik

In addition, we found it's happen when the report by period= Financial Only. Please advise,