Hi @Claudio Costa, 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. To other users, feel free to join and give your insights into the discussion as well. ?

Hi @Ken Kimaita, Good day! Hope you are doing well. ? I would just like to check if the resolution I have provided has worked on your end. Kindly confirm by marking "Yes" on the "Did this answer the question?" in my previous comment as it will be tagged as Accepted Answer. With this, it will also help other members of the…

Hi @Matan Shachaf, Thank you for providing this information. ? I was able to check on our Test Account that there is no standard field named Description for Purchase Order and Bill records. However, I think these fields may be the Memo field renamed as they have the same functionality and if not, they are custom fields.…

Hi @User_O6D8L, You're welcome! I am glad I was able to help. Should you have any concerns or even ideas/insights that can help the Community feel free to create a new thread. ? Thank you so much. Enjoy the rest of the day and please stay safe! ?

Hi @Matan Shachaf, Good day! Hope you are doing well. ? Just hoping to check if you were able to find a sample screenshot of the Description field related to the Document Number and Type for us to be able to confirm if we can add that field to the Vendor record's Transaction List View. Thank you! ☺️

Hi @User_O6D8L, Good to see you again in the Community and thank you for posting another thread! ? I was able to check on my Test Account with an Administrator Role but I have the same view which does not have the Date Range option. Upon further checking, when I clicked the Customize button. To which I was routed to the…

Hi @Ken Kimaita, Kindly confirm if there are no discounts taken or credits applied to the Payment that was applied to the Invoice which is why the Payment applied was only 9,800. Please also navigate to the Invoice Related Records and check if there are any other Payments applied aside from the 9,800 Payment. To be able to…

Hi @Curtis Beene, Glad to have you with us today. Thank you for posting again in the community! ? Please give some time for the gurus/members to check on this and update this thread for any findings. Hi @Joahnna Given Uy-Oracle , @Kristoffer Viray-Oracle , and @Jack Daryl Espiel-Oracle, any thoughts on this? ? To our other…

Hi @User_O6D8L, 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. Hi @Ivy Lopez-Oracle and @Joy Noreen Magoling-Oracle, any thoughts on this? To our other users, feel free to join in the discussion as…

Hi @Matan Shachaf, Kindly provide more information about the Description field that is related to the Document Number and Type you are referring to. If you can show me a sample of the Description field on the Transaction record, it would be very helpful for me so I can check on my end. Appreciate your response. ?

Hi @John Griffin, Appreciate your insight into this concern. ? Hi @Matan Shachaf, Upon checking, you may edit and add other fields on the Vendor record's Transaction List View by clicking the Customize View. Then, you will be routed to the Customize Transaction Search Results page, wherein you may add the desired field on…

Hi @User_RHKAB, Good day! ? Just hoping to check if you were able to test the workaround provided. Should you need any assistance kindly let us know by creating a new thread or posting a new question and we will be glad to assist you. Thank you! Stay safe. ?

Hi @Liz Madrid, That's great news! I'm glad we were able to create your Saved Search. Also, I will now mark my previous comment as an accepted answer as you confirmed that it works for you. Should you have any further questions or concerns, feel free to create a new thread and we will be glad to assist you. Thank you!…

Hi @Liz Madrid, You are welcome, Liz! ☺️ Upon checking, yes you can set an Available Filter either based on the Customer Record Date Created or on the Customer Date of Last Sale. If you are referring to filter Customers that are created in the last 5 years, under the Available Filters, you may add the field, Date Created.…

Hi @Liz Madrid, Thank you for providing the information. Here are the steps you may take: 1. Navigate to Lists > Search > Saved Searches > New 2. Select Customer 3. Under Criteria Tab, add the desired or necessary Filters. 4. On the Results Tab, add the following Fields: Note: Select the Contact Joining Fields to expose…

Hi @Liz Madrid, Thank you for posting again in the community! ? To help us in investigating your concern kindly provide the type of Saved Search you are trying to create. Appreciate your response. ?

Hello @User_U1JVS, Thanks for posting your concern here! Kindly allow us to review your concern and we'll provide updates in this thread. Looping in our Gurus @Erick Dela Rosa-Oracle and @Mikko De La Fuente-Oracle, any ideas on this? ? To other members, feel free to share your insights on this too should you have any.…

Hi @aisaadaniya, Good to see you again and thank you for posting! ? Our gurus/members will look into your concern and get back with more information. Hi @Kristoffer Viray-Oracle, @Joahnna Given Uy-Oracle, and @Jack Daryl Espiel-Oracle, any thoughts on this? ? To everyone, feel free to share your insights! Thank you!

Hi @User_D81HB, Glad to have you with us today. Thank you for creating this thread. ? Please allow our gurus to review your concern and perform their initial investigation. We will reach out again if we have updates on this. Hi @Erick Dela Rosa-Oracle and @Mikko De La Fuente-Oracle, any ideas on this?@MikeGodbout To our…

Hi @Eklon Eleuterio, 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. Hi @Kristoffer Viray-Oracle, @Joahnna Given Uy-Oracle, and @Jack Daryl Espiel-Oracle, any thoughts…

Hi @KR Mike, It's been a while, how are you? Thank you for posting again in the Community! Please give some time for the Gurus to check on this and update this thread for any findings. Hi @Dominica Sevilla-Oracle, any ideas on this? To our other members, feel free to share your insights on this too should you have any.…

Hi @User_RHKAB, You are most welcome, I am glad I was able to help! ☺️ If it's not much trouble, we would greatly appreciate it if you can click the “Yes” on the “Did this answer your question?” to any previous comments that you find helpful. This will be able to aid the community to find the solution much easier and…

Hi @John Griffin, We appreciate you for sharing your insights regarding this concern. Hi @User_RHKAB, Upon checking, the ability to change, or convert an item to a different Item Type is not yet supported and is currently tracked in Enhancement 84689 - Provide the ability to convert inventory items to lot numbered…

Hi @Matan Shachaf, Thank you for creating another thread here in our Community! Please let us review first your concern and we will get back to you with our findings. Looping in our Gurus @Patrick Fresnosa-Oracle and @Micah Timbol-Oracle who can help you out on this one. To our other members, your suggestions or insights…

Hi @Matan Shachaf, Glad to have you back with us today. Thank you for posting your concern here in the Community! ☺️ Allow us to check this one first and we will get back to you with our findings. Also tagging our Gurus who specialize with these concerns: @Jack Daryl Espiel-Oracle, @Joahnna Given Uy-Oracle, and @Kristoffer…