Robert this may be a silly question but why do I need to create the same set field value action twice?

Thanks Robert! I will try this

Yes but what I am seeing is on the lines of the PO.. Example: We have Qty Ordered = 117 Qty Received = 117 Qty Billed = 117 Qty Open = 0, but the line itself is not being marked closed. The majority of fully received and billed items are set to closed status. I thought this was an automatic process..

Thanks Chris! That worked like a charm!!! Appreciate the help.

Thanks Chris!

Thanks! That makes sense

I was able to find this and it helped a lot, but am still seeing differences in a few customers Transaction Search to replicate the Sales by CustomerSummary Report Published 06/19/2013 12:17 PM | Updated 06/27/2019 09:46 AM | Answer Id: 30422* 1. Navigate to Reports> New Search> Transactions> click Create Saved Search…

Thanks Chris!

Thanks John. Yes we are going to manually adjust the SO's and PO's in the system. Doing some testing in our sandbox now and separate imports looks to be the best option. Appreciate the feedback.

Thanks Will. I will check that out.

Thanks Will. I will give this a try

We figured out the issue was using parenthesis in the location name field. ie US B2B (Jacksonville, FL). Removing the ( ) fixed the issue of the location not showing in the search results.

Do you know the field I would choose to show the invoice that the IF is tied to?

Thanks so much!