Hi, Yes, think we can make the field mandatory. This should work! Thanks for your help @Jervin Nicholas Teopengco-Oracle

Hi @Jervin Nicholas Teopengco-Oracle I apologize for the delay, just returning from vacation. The field you reference is blank. I wonder if we can make it mandatory or change the script so it bypasses that field?

hello @Jervin Nicholas Teopengco-Oracle This is what i see related to the custbody_acs_updated_estimate and sublist code. I also included some details on the custbody field I hope this helps!

Hello, Just an update to this. I looked back a few months and this script has been generating errors consistently. It doesnt appear to effect any processes, but now im curious why it errors in the first place. Thanks!

Hello again @Jervin Nicholas Teopengco-Oracle . Yes, the code you provided did the trick! Thanks for all of your help. I think we are good but if i have any other questions, ill let you know! I really appreciate your help.

Thanks @Jervin Nicholas Teopengco-Oracle . I will test tomorrow and let you know. I appreciate your help.

Hello @Jervin Nicholas Teopengco-Oracle . I have completed some testing and the logic appears to be working! I do have some minor things id like to fix of possible. Below are the labels for the "Dealer" costs. The text is currently aligned "right". But the text wraps and the word Costs doesnt move to the right. ? Below are…

Thanks, @Jervin Nicholas Teopengco-Oracle . I will have time to test this later today or tomorrow. I will report back!

Hello all, Just want to follow-up on my request again. Please let me know if there are any questions. Thanks!

Hello, Just following up on my question. Please let me know if there are any questions. Thank you.

@Angela Bayliss Ah, ok. Well that was my mistake. I should've selected the answer you provided. Thanks for bringing it to my attention.

Ok, thank you @Angela Bayliss . This does help. We'll have to enlist help from our support vendor. We'll see if the squeeze is worth the juice.

@Angela Bayliss Thanks for the detail! Our sales team wants both costs on each line so our vendors can quickly compare prices. Also, thanks for explaining the calculation limitations. Part of this potential process enhancement would be to calculate two different totals from the two different costs. We may have to redefine…

Hello @Jam Amper-Oracle ! I appreciate your comment! Does this mean NS cant display two price levels on the quote PDF as well? Thanks.

Defect has been logged for this issue under #825354 Reports > Saved Reports > Custom Report > Options for Filters in the Filter region is not showing and not working

Hello, Same issues for us as well. All reports are affected. Filters are appearing behind data results. Look forward to a fix or at least it being addressed by NS. THanks,

Hello @Ayitah Tallada-Oracle Yes, the permissions are set up correctly for the sale role. Looks like ill have to set up a Support Ticket. I appreciate your help.

No, the category doesnt appear in edit mode or view mode. We had to manually select the categories in edit mode and save the expense report. Also, does both of these expense reports were created on the mobile app. Not sure if that is a factor but i checked with a couple reps and they had no issues populating the categories…

And yes, all the expense categories are shared to the correct subsidiary. We only have one subsidiary. Thank you!

It looks like the default sale role > expense report > form is the preferred form.

This is the preferred form. The expense report is populating correctly for the user with an Employee role. However the second user has a Sales role and the form isnt populating. Do i have to check all the roles that will potentially enter expense reports? I thought if the form was preferred, it will apply to all…

Nice @JARC - Jordan Roberts ! i was ablet to adjust the font size. I will test the blank row later today or tomorrow. I appreciate your patience.

Thanks @JARC - Jordan Roberts You are definitely on the correct path! Below is what it looks like now. Couple things: How would i increase the font size of the dollar value? And also potentially insert a blank row between QUote Type and TOTAL? Thanks!

Hello, Just following up on this! Please let me know if you need anything.

Here you go! Thanks.

Hello, I made some progress. The TOTAL field is now moved up, but it lost the formatting. A couple of things: There is now a gap between where the TOTAL field ends and the PROJECT NAME information row circled in red below. How can i move the PROJECT NAME information up so there is only 1 space between it and the TOTAL…

Thanks @markbell10 , that worked! How can i move the circled TOTAL field below up a row or two? In relation, then move the Project row under the TOTAL field up with it?

Hello, Just following up on this post. Thanks!

@PaulFleetwood Ok, that makes total sense. This will get me what i need. I appreciate your help!

So it looks like the pride code now appears in the upper right of the quote This is nice, but i need to be able to add this field as a column in my saved search.