Hi @Shamaine Chan-Oracle , When I remove User Notes: Memo and User Notes: Date it works. I only want to show the most recent User Note: Memo for a transaction (even if there are more than one User Notes). Can a formula achieve this result and stop the duplication rather than the two User Notes fields? Thanks, Daniel

Unfortunately not. Answer Id: 94461 appears to relate to my question but it's quite complicated.

Here is the working formula sum(CASE WHEN {accounttype} = 'Income' THEN {amount} ELSE 0 END + CASE WHEN {accounttype} = 'Deferred Revenue' THEN {amount} ELSE 0 END - CASE WHEN {accounttype} = 'Cost of Goods Sold' THEN {amount} ELSE 0 END) / NULLIF(sum(CASE WHEN {accounttype} = 'Income' THEN {amount} ELSE 0 END + CASE WHEN…

Hi @Patrick Fresnosa-Oracle - no errors. The formula is not producing the correct Gross Margin result.

Hi all, I've managed to create the formulas but can't get the gross margin to calculate correctly. Thanks, Daniel

Apologies @Katerina Winklerova-Oracle - Reseller = Customer in our environment.

Thank you for responding @Dominica Sevilla-Oracle. I think what I need is a saved search that displays Customer Deposits that don't have a related Deposit Application i.e. Customer Deposit is still open and the amount remaining. Is that possible? Thanks, Daniel

Hi @Micah Timbol-Oracle Basically, similar to a bank account, I would like to reconcile the Customer Deposits account. Thanks, Daniel

Thank you so much @Ivy Lopez-Oracle ?

Thanks @Ivy Lopez-Oracle - much appreciated. Could you also kindly provide the formula for the opposite as well i.e. when {inventorydetail.inventorynumber} is empty then round({costestimate}/{quantity}) Thanks, Daniel

I don't think this is possible Enhancement # - 77429. Unless there is a workaround?

Hi @Ivy Lopez-Oracle, I came across your post as I'm wondering if it's possible to update item prices using mass update but only for one currency? The below criteria setting seems to update all currencies and we only require AUD to be updated. Thanks, Daniel

Thanks @Jack Daryl Espiel-Oracle - I will investigate and generate the script and advise. Regards, Daniel

Hi @Joy Noreen Magoling-Oracle , @Jack Daryl Espiel-Oracle Yes, that's correct - all our Purchase Orders are generated from Sales Orders. Confirmed - regardless if Item Receipt has been created. Thanks, Daniel

Hi @Joy Noreen Magoling-Oracle, Just read your post and have the following question. In theory, would it be possible to create a script/workflow to add say 5% (to reflect Landed costs) when Purchase Price Cost Estimate Type is selected to calculate the EST. EXTENDED COST? Thanks, Daniel

Thanks @Shamaine Chan-Oracle ?

I would like to display Invoices dated 1 September to 15 September 'Created From' Sales Orders (irrespective of when the Sales Order is dated). I believe the current saved search configuration is only displaying Invoices 'Created From' Sales Orders with a 'Sales Effective Date' between 1 September - 15 September. Much…

@Shamaine Chan-Oracle thank you

Hi @Dominica Sevilla-Oracle - I've edited the results to display by month ?

Hi @Micah Timbol-Oracle, I edited the formula to round((CASE WHEN {accounttype}='Income' THEN {amount} ELSE 0 END)-(CASE WHEN {accounttype} = 'Cost of Goods Sold' THEN {amount} ELSE 0 END),0) ? Decimals are no longer displayed which is great but just wondering why there is one decimal displayed in the Dashboard Key…

Thanks @Dominica Sevilla-Oracle - unfortunately it doesn't appear to work. Alternatively, I can group by Due Date but would be better if I could could group by month instead? Much appreciated, Daniel

Thank you @Shamaine Chan-Oracle but the saved search is not displaying invoices such as when the Sales Order was created on 30 July 2021 and the invoice created on 1 September 2021. Do I need to add the Sales Order status in the Criteria? i.e. Fulfilled / Partially Fulfilled Thanks, Daniel

Thanks @Joy Noreen Magoling-Oracle - is it possible to convert to a formula calculation so the amount is divided by the quantity AND {exchangerate}?

Thank you @Matrim ?

Thank you so much @JohnCirocco and @Dominica Sevilla-Oracle ?. This is great. Much appreciated ?️ Daniel

Thank you @Dominica Sevilla-Oracle and @JohnCirocco ? Could you show me how to display the vendor invoice number and item amount. I need to display the total amount (to explain why our AP is higher than AR - as we don't invoice until items are received). I'm not sure how to reference the Applying Transaction Field in…

@Micah Timbol-Oracle unfortunately, that doesn't seem to remove the two decimals?

Hi @Micah Timbol-Oracle - do I add the formula in the criteria or results? or

Thanks @Dominica Sevilla-Oracle - I've been able to link Purchase Order fields to a Sales Order. I applied the following Criteria and Results: Is there a common field that applies to both Purchase Order and Invoice? That way I can create two saved searches and link in excel via a VLOOKUP. Thanks, Daniel

Thanks @Michelle Jabanes-Oracle . Basically, a saved search with the following results; Date Inventory Detail: Number Item Item Sell Rate Item Unit Price Purchase Order Number Much appreciated! Thanks, Daniel