Elina Kourouzidou Blue Ribbon

Good morning @Angelica Mae Segador-Oracle! Thank you for following up for me! I believe what my client requests is a system limitation for now. If someone could support my understanding on that it would be really a significant reassurance for me.

Thanks a lot @Angela Bayliss for your valuable input! Really appreciate your comments coming from experience! Again many thanks :)

Hi @Micah Timbol-Oracle! Your comment clarified a lot the picture on Budget Import! Thanks a lot :)

Hi @Veronica Steluta Mincior-Oracle! Thank you for following-up! Yes I did it and it worked! Many thanks for your assistance :)

Dear @Patrick Fresnosa-Oracle, We are also trying to export the above report for specific accounting period, thus it would be valuable to view both the selected Location (custom segment) and Accounting period both shown on the generated report. Any ideas how we can manage that?

Hi @Micah Timbol-Oracle and @Angela Bayliss, Actually the issue is that the client exported a COA on 7/2/2024 and the columns that included in the report were the below: In the "Foreign Currency Balance" he could view the Foreign Amount Balance of the transactions to date posted on those accounts. On 8/2/2024, same export,…

Thank you @Jervin Nicholas Teopengco-Oracle for your input :)

Thank @Patrick Fresnosa-Oracle for your insights! Really helpful :)

Thank you both @Elychelle Gulen-Oracle and @Midhun Nath! Yours answers were really helpful! Thank you very much!

Hi @Midhun Nath! Many thanks for your input! I thought about the saved search but its not exactly what I need. I just want a generic email that will act as a reminder to the user so I think the workflow would be the way to go. But I need a specific record to do that and a triggring point right? If you have any other ideas…

Are you using the "Administrator" role? From the environment I see in front of me I can see a customization link for Deposits.

Hi @YVONNE ENTROLIZO! Could you please clarify whether the "Division" is the out-of-the-box classification "Class" renamed?

Hi @Angelica Mae Segador-Oracle! Thank you for following-up! Yes, I have tried the above, but I am still seeing the full list of 'Project/Cost Centre' segment values in the relevant field in Journal Entry's line. Awaiting for any other ideas. Best regards, Elina.

Hi @Jervin Nicholas Teopengco-Oracle ! Thank you for reverting! I have imported the Budgeted amounts for 2024 through import assistance. I then go to Reports -> Banking/Budgeting -> Budget vs Actual In "Column" filter I want to select the custom segment/classification that I have created, but I can't find it in the…

Hi Tigran! Sure! Sharing relevant screenshot:

Hi all! I found the solution for the above: In custom segment set up >Apllication&Sourcing>Transactions Columns uncheck all checkboxes in "application" section.

Hi @Niks Blando-Oracle . Apologies for not reverting. I found the solution for the above. Thank you for your time.

Hi @Angelica Mae Segador-Oracle, Thank you for reverting. My issue specifically remains on expense reports. Attaching screenshot for your reference. When creating an employee expense reports, the values of the custom segments (activity and claim category) are not copied to the lines on the GL Impact, upon approval.

Goodmorning @Niks Blando-Oracle! Thank you for reverting! Indeed it was disabled. I have enabled it, but when I clicked on print button the generated PDF shows only a barcode. I am trying to print Item receipt and Fulfilment documentation/PDF.

Hi @Niks Blando-Oracle for your suggestion, but I am asking for the standard printing functionality of Item Fulfilment and Item Received.

Hi @Bastien! Thank you for reverting! Yes I have checked! :/ Attaching screenshots below for Item Receipt as an example:

Thank you @Tigran Shahnazaryan for your suggestion. I still can't see the restriction in journals. Let me share some screenshots to clarify the issue: Lets say I selected a specific cost category for an account as shown below: Then by navigating to create a new journal entry and while selecting the account 7040102, i still…

Project Resource

Hi @Tigran Shahnazaryan, Thank you for reverting! Yes you are correct! For example in a journal, once I select the "Account" the "Cost Category" drop down list to contains only the cost categories selected for this account in the account record in field "restricted to cost category" which is a custom field. Cost Category…