Sean Dillon

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Customer Acccounting Period

Open 21 views 8 comments 0 reactions Most recent by Clarisa De Torres-Oracle Jan 13, 2024 2:37AMAsk A Guru
Percentage Closed Won and Lost Opportunities created this year

Accepted Answer Closed 61 views 9 comments 0 reactions Most recent by Sean Dillon Jan 3, 2024 4:21PMAsk A Guru
Net of tax on all transaction types

Accepted Answer Closed 61 views 12 comments 0 reactions Most recent by Patrick Fresnosa-Oracle Dec 18, 2023 7:01PMSearch / Reporting
Saved Search Formula for item code 'contains'

Accepted Answer Closed 41 views 4 comments 0 reactions Most recent by Elychelle Gulen-Oracle Nov 24, 2023 5:20PMSearch / Reporting
Accumulated (Not Average!) GP % by Sales Rep

Accepted Answer Closed 31 views 11 comments 0 reactions Most recent by Sean Dillon Oct 11, 2023 4:21PMAsk A Guru
Unbilled Amount Net of Tax

Open 162 views 29 comments 0 reactions Most recent by Patrick Fresnosa-Oracle Oct 6, 2023 11:24PMAsk A Guru
Saved search to expose where Opportunity has missed a specific Opportunity status{entity status}

Accepted Answer Closed 31 views 9 comments 0 reactions Most recent by Michelle Jabanes-Oracle Sep 15, 2023 1:50PMAsk A Guru
transaction search on Opportunities, with PO reference exposed

Accepted Answer Closed 71 views 10 comments 0 reactions Most recent by Michelle Jabanes-Oracle Aug 29, 2023 3:01PMAsk A Guru
Group and Sum Opportunities by projected total brackets

Accepted Answer Closed 31 views 4 comments 0 reactions Most recent by Sean Dillon Aug 15, 2023 9:24AMAsk A Guru
Include End date in days calculation

Open Closed 51 views 5 comments 0 reactions Most recent by Sean Dillon Aug 10, 2023 8:48AMAsk A Guru
Exclude weekends in project management capacity saved search

Accepted Answer 71 views 10 comments 0 reactions Most recent by Sean Dillon Aug 8, 2023 4:23PMSearch / Reporting
Highlight on two conditions issue

Accepted Answer 51 views 8 comments 0 reactions Most recent by Dinesh Babu Gadhamsetty Aug 4, 2023 6:47PMAsk A Guru
How to create Sales Order Saved Search with all related invoices?

Accepted Answer 961 views 17 comments 0 reactions Most recent by Sean Dillon Aug 1, 2023 9:19AMAsk A Guru
Net of tax issues

Accepted Answer Closed 311 views 47 comments 0 reactions Most recent by Sean Dillon Jul 13, 2023 2:37PMAccounting / ERP
Opportunity appears twice in Transaction saved search

Accepted Answer 21 views 5 comments 0 reactions Most recent by Sean Dillon Jul 12, 2023 2:19PMAccounting / ERP
Expose Project Projected End Date exposed in Transaction Search (Opportunity)

Open 11 views 6 comments 0 reactions Most recent by Patrick Fresnosa-Oracle Jul 7, 2023 7:37PMAsk A Guru
How to create a Transaction Search Opps detailing both won and invoiced, and open?

Accepted Answer Closed 81 views 17 comments 0 reactions Most recent by Michelle Jabanes-Oracle Jul 5, 2023 8:37PMAsk A Guru
How to create Services saved search Opp and SO comparison?

Open 21 views 4 comments 0 reactions Most recent by Sean Dillon Jul 3, 2023 2:41PMAsk A Guru
How to create a SS to see Invoice billing status and associated Sales order?

Accepted Answer Closed 41 views 4 comments 0 reactions Most recent by Katerina Winklerova-Oracle Jun 29, 2023 3:56AMAsk A Guru
Total Value of POs raised vs Sales order amount

Open 31 views 3 comments 0 reactions Most recent by Sean Dillon Jun 23, 2023 8:19AMAsk A Guru
What is the formula to calculate commission based on Business type?

Open 102 views 11 comments 0 reactions Most recent by Sean Dillon Jun 21, 2023 4:26PMAsk A Guru
What Criteria to use to get the Actual and Expected Close in report?

Open 41 views 5 comments 0 reactions Most recent by Michelle Jabanes-Oracle Jun 21, 2023 1:47PMAsk A Guru
How to create GP by Sales Rep?

Open Closed 62 views 13 comments 0 reactions Most recent by Michelle Jabanes-Oracle Jun 19, 2023 4:34PMAsk A Guru
Sales Order vs Opportunity Projected Total

Accepted Answer 21 views 5 comments 0 reactions Most recent by Sean Dillon Jun 19, 2023 8:14AMAsk A Guru
How to show Projected Total by Industry

Open 11 views 2 comments 0 reactions Most recent by Sean Dillon Jun 9, 2023 10:52AMSearch / Reporting
How to create a search with Entity Status count?

Open Closed 72 views 9 comments 0 reactions Most recent by Sean Dillon Jun 6, 2023 7:59AMAsk A Guru
How to create a search with an expected close date and an actual close per week?

Open Closed 11 views 4 comments 0 reactions Most recent by Michelle Jabanes-Oracle May 25, 2023 9:56PMAsk A Guru
How do I create a saved search with the count of expected close date changes?

Open Closed 21 views 6 comments 0 reactions Most recent by Sean Dillon May 23, 2023 8:31AMAsk A Guru
Reproduce Monthly Recurring Revenue report in a Saved Search

Open Closed 21 views 3 comments 0 reactions Most recent by Dominica Sevilla-Oracle May 18, 2023 10:41PMAsk A Guru
How to recreate Quota vs Forecast report in a Saved Search?

Open Closed 82 views 4 comments 0 reactions Most recent by Michelle Jabanes-Oracle May 8, 2023 1:45PMAsk A Guru

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