Dominica Sevilla-Oracle Blue Diamond

Hello Meherin, Good day! Hope you are well. ? I would just like to follow up on this concern. Can you confirm if clearing cache helped improves the performance of saving Sales Orders? It would be appreciated if you'll confirm it by clicking Yes on the "Did this answer the question?" question to mark this as Accepted…

Hello @User_5KM0Q, Good day! Hope you are well. ? I would just like to follow up on this concern. Can you confirm if the resolution provided on my last comment worked on your end? It would be appreciated if you'll confirm it by clicking Yes on the "Did this answer the question?" question to mark this as Accepted Answer.…

Hello Tafara, Good day! Hope you are well. ? I would just like to follow up on this concern. Can you confirm if the provided alternate solution feasible on your end? It would be appreciated if you'll confirm it by clicking Yes on the "Did this answer the question?" question to mark this as Accepted Answer. With this, it…

Hello Martha, Good day! Hope you are well. ? I would just like to follow up on this concern. Were you able to confirm on your end the details mentioned on my last comment? It will help us determine the root cause of the reported behavior. Thank you very much! ?

Hello @User_AQQ7J, Good day! Hope you are well. ? I would just like to follow up on this concern. Can you confirm if sing Maximum for its Summary Type worked on your end? It would be appreciated if you'll confirm it by clicking Yes on the "Did this answer the question?" question to mark this as Accepted Answer. With this,…

Hello Nikka, Glad to have you with us today. Thank you for creating another thread. ? Allow us to review your concern and perform their initial investigation. For the meantime, it would be appreciated if you can provide the screenshot of the Criteria and Result tab of the Saved Search you created. Also, I would just like…

Hello @dle_35705, Good day! Hope you are well. ? If the result returned incorrect amount on your end, kindly try using this formula: Formula (Currency) = {taxrate} taxrate being the Field ID of Tax Rate. I hope the above works on your end. Thank you very much! ?

Hello @BWM- Shem, Thank you for the further confirmation of your concern. ? It seems that the tests I did are applicable to your expected behavior. However, like mentioned, as per my testing, it is not possible to do such behavior. There will always be a corresponding Invoice's Document Number for each rows of its Items.…

Hello @BWM- Shem, Good day! Hope you are well. ? Based on my understanding, on the result of the Saved Search, for Invoices with multiple Items, you only want to display the document number once, and it will be blank for the rest of the rows of other Items. I tried to test this on my account and was unable to do such…

Hello @Deepak Joshi, Good day! Hope you are well. ? The Electronic Bank Payments SuiteApp enables you to process bank payments of your vendor bills, employee expenses, partner and employee commissions, and customer refunds, and also enables you to receive bank payments from customers. Using Electronic Bank Payments, you…

Hello @User_5KM0Q, Good day! ? Understand that you need to bill a Sales Order again. This Sales Order already has Item Fulfillment and paid Invoice associated to it. You also created Credit Memo to reverse the Invoice. Please note that there is no direct relationship between the Sales Order and Credit Memo. Since Credit…

Hello @jb123, Good day! ? It seems that you created a thread in regards of this concern. On this thread, Add Related SO and Invoice to a GL Report of Bills, one of our Gurus mentioned that on the General Ledger Report: 1. Navigate to Transactions > Financial > General Ledger > Customize. 2. In the Edit Columns Page, expand…

Hello @jb123, Glad to have you with us today. Thank you for creating another thread. ? Can you further confirm what Report you are referring to? Are your referring to a Saved Search, A/P Payment History by Bill Report or Open Bills Report? Screenshots of the current Report you have will also be appreciated. If you are…

This is noted, @Deepak Joshi, You want to process bank payments of your Vendor Bills and receive bank payments from Customers, am I correct?

Hello @Deepak Joshi, Good day! ? I would just like to further confirm you concern. You mentioned that you already acquired the Advanced Electronic Bank Payments License. You also stated that you want to integrate your Vendor Payments and Customer Payments transactions with bank, specifically J.P. Morgan and Silicon Valley…

Hello Meherin, Good day! Thank you for creating this thread. ? The reported behavior might be caused by the form used or due to the volume of Workflows or Scripts deployed to your Sales Order record. As such, it would be best if you can confirm if the issue is reproducible when using Standard Sales Order Form. However,…

Hello Nikka, Good day! You're welcome. I am glad that the workaround is feasible on your end. ? If you have any queries or concerns, feel free to post it here in the community. For sure, our gurus and other members will be glad to help. ? Enjoy the rest of the day and please stay safe! ?

Hello @User_SZ0C3, Glad to have you with us today. Thank you for creating another thread. ? Allow our gurus to review your concern and perform their initial investigation. We will reach out again if we have updates on this. Thank you so much! ? To other users, feel free join in the discussion as well.

Hello Martha, Good day! Hope you are well. ? I appreciate the additional information provided. I tried to test your concern using my test account; however, I was unable to reproduce the reported behavior. The Sales Orders with Voided Authorization as Payment Event were listed on the Saved Search result. As such, can you…

Hello @CDuf , Glad to have you with us today. Thank you for creating another thread. ? Allow our gurus to review your concern and perform their initial investigation. We will reach out again if we have updates on this. Thank you so much! ? To other users, feel free join in the discussion as well.

Hello @User_AQQ7J, Good day! ? For the Formula (Percent), can you try using Maximum for its Summary Type? It would also be appreciated if you can provide a screenshot of the result when using this Summary Type so we can further check. Might as well when using the other Summary Types. Thank you so much! ? To other users,…

Hello Tafara, Good day! Hope you are well. ? Below are the screenshots of the Criteria and Available Filters tab of the Saved Search I created. I just copied the filters on the Saved Search you provided and removed the filters that is specific on your end. With this Saved Search, like mentioned, on my end, on the Applying…

Hello @farrago, Glad to have you with us today. Thank you for creating another thread. ? Allow our gurus to review your concern and perform their initial investigation. We will reach out again if we have updates on this. Thank you so much! ? To other users, feel free join in the discussion as well.

Hello @User_AQQ7J, Good day! Hope you are well. ? As per my understanding, you want to compute the Coverage Percent, this is the result when you divide count of Company by count of Internal ID of the Customer. On the Results tab of the Saved Search, kindly try adding the following field: Formula (Percent) =…

Hello Asher, Good day! Hope you are well. ? I would just like to follow up on this concern. Can you confirm if the provided resolution worked on your end? To create a Saved Search that will display your Sales Orders wherein the On Hold checkbox is checked and has no related records, kindly follow the below steps: Navigate…

Hello Asher, Good day! Hope you are well. ? I just like to follow up on this. Like mentioned, Sales Order by Items Report is a report that shows list of approved Sales Orders and Return Authorizations transactions for each Item. As such, we will not be able to display Items without associated Sales Order on the said…

Hello @User_AQQ7J, Good day! Thank you for creating this thread. ? You mentioned that you created a Saved Search which provides you the Customer, Branch, and Activities. It would be appreciated if you can provide screenshots of the Criteria tab and Results tab of this Saved Search. This will help me on recreating this…

Hello @User_8UFTS, Good day! Thank you for creating this thread. ? You mentioned that when you bill a Purchase Order that has been partially received, it includes everything on the Purchase Order. Be guided that this is a standard behavior when Bill in Advance of Receipt preference is set to True, you can confirm this by…

Hi Tafara, Good day! Hope you are well. ? I tried to recreate your Saved Search again. Still, on the Applying Transaction filter, all transactions are listed on the dropdown, not only Bills. Check below screenshot for example. This is also regardless of the Type set on the Criteria, as I also tried this for other…

Hello ? Thank you for the confirmation that the steps provided removed the voided transactions on the printing queue. As such, please be guided that I will be marking this as Accepted Answer to help other users. Your concern on having additional manual work required on the process is also noted. Hoping for your…