Elychelle Gulen-Oracle · RPM - OTC/P2P · Blue Diamond

Hi Oliver, I made some testing on my end and was able to reproduce the same behavior when the Summary Type is added to User Notes: Date field. Since it is a Customer Saved Search, the Customer User N…

Hi @OliverK, Good day! Hope you are doing well. ? Kindly confirm if the User Notes are created from the Sales Order/Invoice/Quote or from the Customer Record. Since it is a Transaction Saved Search, …

Congratulations, @Emil T.! ?

Hi @User_XQ321, All is well. Hope you are doing good, too. ? On my testing, since I followed your exact Dunning Procedure setup, the Assign Automatically To New Records is not marked so I have manual…

Hi @Karanjot Singh, Thank you for your response. Kindly add this Formula Numeric and remove the Date Created criteria instead: Formula = CASE WHEN {datecreated} BETWEEN (TRUNC(sysdate) - 9/24) AND (T…