Thanks both Patrick Fresnosa-Oracle & Tigran Shahnazaryan. Have not had a chance to build the dataset yet. Will update when I do. Probably next week. Thanks again

Hello Tigran Shahnazaryan, yes, thanks for the confirmation. That's what I was figuring but wondered if I was missing a cool trick. I was trying to avoid a customization. Thanks again, Tigran Shahnazaryan. Does anyone have any suggested script language to accomplish?

Thank you Tigran Shahnazaryan I tested your suggestion. I need the line level information including the Item and the Max Expiration Date we hold at the line level for each item. I tried adapting it a couple ways to include lines but was not successful. Happy to try anything. Thanks so much

Thank you Patrick Fresnosa-Oracle Included the Applying Transaction. I removed the Applying Transaction Type = Credit Memo to display the Applying Transaction in the results as well. Yes, the same behavior for all Credit Memos. I think because I need the line items, I also get all the line transaction types (revenue…

Thank you Patrick Fresnosa-Oracle. Yes, I've tried that too. in my case a Credit Memo was issued on the entire original invoice # 2042240 and replaced with Invoice # 2042449. My results still include a line from Invoice 2042240. The Download Item is still returned in the saved search results Thanks.

Yea, sorry Patrick Fresnosa-Oracle. I really just need all the Invoice Item Lines where no Credit Memo was applied. We hold Customer's Entitlement End Date on the Invoice Item Line because the end date may be different for each item. Trouble is when I go after the Invoice Item Line level...I get all "transactions" on that…

Hello all. Does anyone have any suggestions I can try? Thanks.

Thank you. I cleared my cache and SuiteAnswers is working fine. Thanks.

Thank you Elychelle Gulen-Oracle. I need to get rid of the Deferred Revenue entries that only relate to the Invoices where Credit Memos were applied. When I eliminate the Applying Type = Journal as well, it is also removed from the Invoices that did not have a Credit Memo applied. At least I know I was on the right track,…

D - both statements are incorrect

Ivy Lopez-Oracle Perfect, for me. As always, Thanks!

Hello Ivy Lopez-Oracle; similarly I am trying to retrieve the email domains from our Contact {email} using a Formula (Text) formula. I am trying to adapt this suggestion but am not getting it right. REGEXP_SUBSTR({email},'*@*','@*') I keep getting an Error: invalid expression Can you suggest an edit? that will return the…

I am now investigating setting (reading SuiteAnswers) my Custom Record>Usage Reporting>custom field>Customer as "Record is Parent" to see if this could be what I need. That did it. I should have marked my custom record>custom field that uses the Customer list as Record Is Parent = checked and indicated the subtab to place…

That did it. I should have marked my custom record>custom field that uses the Customer list as Record Is Parent = checked and indicated the subtab to place the record. Thank you for your patience.

Michelle Jabanes @Jack Daryl Espiel-Oracle@Joahnna Given Uy-Oracle@Kristoffer Viray-Oracle I am now investigating setting (reading SuiteAnswers) my Custom Record>Usage Reporting>custom field>Customer as "Record is Parent" to see if this could be what I need.

@Jack Daryl Espiel-Oracle@Joahnna Given Uy-Oracle @Kristoffer Viray-Oracle @Michelle Jabanes-Oracle I found this thread How to attach custom record to customer?. It proposes a script, which I was hoping to avoid. I added this thread to that thread, do you suggest I remove it from there? I also found Attach Records to…

@Olivier Gagnon NC, if you are still active.... This question is in its own thread at How to concatenate the values from fields in a CSV Import? but repeated here because I found this thread after creating my own. I created a Custom Record with a custom field that uses the Customer "list". I would like to attach it to the…

@3946779 if you are still an active member, I created a Custom Record with a custom field that uses the Customer "list". I would like to "attach" it to the customer record. How did you do it? I already have a sublist "view" on my Customer... but need to "attach" the Custom Record to the Customer record. Thanks.

Thank you Michelle... I passed on your tips to my colleagues. Have a great day

@Michelle Jabanes-Oracle This relates to a Custom Record on a Customer.... the only way this approaches CRM is that a Customer is involved... I understand if this will need to be a different thread. I am trying to import data into a custom record (customer usage) I have a Customer field that is a List of Customers. The…

I tested performing an Edit and Save on a Customer, without changing any data. This updated the "Name" field without impacting the ID field. It is not optimal because we want the "Customer ID Field ID: entityid to display the ID with the Company Name appended, but for historical data, I can't find anything else to do. So,…

From Jerremaiah Dayao -Oracle May 5, 2023 10:36AM Generating Auto-Create Rules You can generate an auto-create rule for a bank or credit card account. When you create an account transaction and manually match it with an imported bank line, you can click the Make Auto-Create Rule From Selected Transactions box. Note An…

*****Please Ignore* just adding comments because I can't delete my draft

*****Please ignore***** Just trying to get rid of my "draft" status on this discussion. I thought I usually see a way to Delete the Draft but don't see it this time.

Thank you Dominica Sevilla-Oracle. That didn't work for me either. Because I could not be sure of the proper combination & valid field names, I added name Formula (Text) fields to the search to ensure they were valid field names and to "see" the result of the Parent field This allowed me to see the results of each field,…

Thank you. Jerremaiah Dayao -Oracle I will reduce the "Role" permission for Matching Rules for Online Banking to Edit. Thank You again.

Can I reactivate this thread? My user ensured the "Make auto Create Rule From Selected Transactions" box was not checked and still received this message: Rule Creation Successful Auto-Create Rule Auto-Create Transaction Rule for 2225 Deferred Revenue: Payxxx Unearned has been created. To edit this rule, go to the…

User_0F7ZD Yes, thank you. We've thought that was the cause. Thanks for the confirmation/sanity check. My user sometimes misses unchecking it. I appreciate your confirmation. Thanks

We pull our "Bill To" information from the Customer Address where we include the Customer Name. Sorry I can't show you all the information but the red arrow points to the company name and this is what shows up on the invoice Otherwise you can try going after the Customer, Name field or the Company Name field, like in a…

Thanks. Jack Daryl Espiel-Oracle I am successful Creating the tasks when I Create a new Lead upon Save. I would like the Lead Status to move to State 2 & change the Lead Status after Tasks are marked as Complete. To simplify testing, I am now only creating one Task I found a Transition Triggers SuiteAnswer 40567 which lead…