i can try it in our sandbox and let you know. Will that work though if a kpi uses saved searches? I know typically you cannot grab a non stored value in a saved search. They want a visual of if they hit their goal daily.

Positive pay

So you can see items in role #2 and edit but they do not appear in the global search? Are other users with the same role having the same issue? Have you tried to clear your cache? There is no setting that I am aware of that would cause this. If you have permissions to items you should be able to see the items in the global…

That screen usually shows when you have exceeded your licenses. I would agree and clear your cache and see if that helps the problem in the UI.

If you use item: and at least 3 values to see the items you should see the items. The global search results is limited to a number of records in the results. My apologies, I thought they were inactive.

Sounds Like Role #2 does not have view access to items. Can you confirm that it does?

I apologize, I thought you were trying to right click and create a new transaction in a new tab. I would agree you should be able to open in a new tab. The limitation that I know is when you try to create new in a new tab.

Add a + at the end to show inactive. You can also set your preferences to show inactive in the global search. Home Set preferences Analytics tab

Can you share screen shots? Hide any personal data. Does the supervisor have a subsidiary. Also if you can send an image of the pop up message that may help

Is this from a list when you are viewing customers? When are you seeing them with different results?

I was going to recommend that next. I am glad you were able to resolve. :)

Did you try the formula from the suite answers. Formula = MAX({totalamount}-nvl({taxtotal},0)-nvl({shippingamount},0))-SUM((case when {applyingtransaction.type} = 'Invoice' then {applyingtransaction.netamount} else 0 end)/2) Summary Label = Unbilled Amount (net of tax & freight)

Do you have any custom approvals running on your vendor approval process?

@Yumiko Fourbs you will need to add a criteria that is a numeric formula you can also add NVL({balance},0}-NVL({creditlimit,0) this will help turn any null values to a 0. In the results you will want to add the fields so that you can validate the list.

Create a new workflow Under Record Type select the custom record. You will want this to trigger on create view and update. I am not sure what your custom fields are but I added screenshots of what actions look like to set it as mandatory and set it as non mandatory. I recommend you do this in sandbox and test the work flow…

Yes an administrator for your account can grant you the admin permission in Sandbox and provide access.

You are missing parenthesis around the first MAX statement on both.

We use the same line number field from suite answers. I believe it states on the suite answers it will only show view/printed forms. If you need to see the value when you edit it would have to be a stored value. To accomplish this it would require a script.

If you were not an admin before the refresh and you will need the administrator to grant you admin access to the sandbox account. Or you will need to preform a refresh.

It is not native on the customer record so you did the same we had to do.

Do you mean the shipping method? You can set it on the customer record and it will default on the transaction. if it’s a custom field you can create a transaction body field that sources from the customer field that you need to default.

You can make fields mandatory on a custom record form by creating a custom default form for that record. to make a field mandatory based on another fields value you will need a workflow on the custom record. Use the Set Field Mandatory action to require a field in a workflow or sublist to have a value based on the editing…

I would need more information to help you, you are using an sales order advanced pdf. Did you start from a sales order template? What transaction are you attempting to print from? What is the code of the Advanced PDF?

Can you provide more information? Are you wanting Customer sales by item with invoice value and amount remaining? or Are you wanting Sales by Customer (No Items) with the invoice value and amount remaining?

just one entry. They are not entering them every day.

Hello, Have you looked at the field billing transaction fields this will allow you to see the invoiced amount and the amount remaining. you can use the billing transaction related field for net amount and then do the math that way. There is a suite answers document for this as well 30251 Scenario Create a Saved Search to…

I would try a support ticket.

You cannot re-open a cancelled sales order. If you close the sales order you can re-open it by unchecking the close checkbox on the line level.

I ask because sometimes inventory is entered into the system with no bin. If you look at the inventory that is allocated you should be able to see if there in any inventory to allocate to the order. I have also seen the inventory with the status that would not allow it to allocate. Here is a saved search to help you see…

It looks like you are using supply allocation. Is that correct? Are you using inventory statuses? Have you looked to make sure the inventory is all in a status that can be used? Or re-allocating the inventory? Can you provide more information related to what you have set up?