Hi @Shamaine Chan-Oracle : Someone offline suggested using a suspense account to deal with the currency difference of the vendor bill and the bill credit being in different currencies. Do you know what this would involve (I didn't get a chance to ask them further)

I have found some code that works (trial and error) I can't understand what some of the code is doing though. I have tried looking up the Freemarker website to find what "|" is supposed to do though couldn't find anything. I have bolded this in the template code: <#assign itemCount = 0 /> <#assign taskGroup = ""/> <#assign…

Hi @Shamaine Chan-Oracle It doesn't appear to be possible to do that. If an amount, other than a negative amount, is applied for the bill credit to the bill, it results in the 'apply' button becoming unchecked and the $0 in the amount column disappearing per the screencap below: The bill credit needs to be applied in full…

Hi @Emilia Ironov-Oracle Are there any updates on this? thanks

I adjusted the code and it now works: <#assign latestDate = "12/31/3000"?date("MM/dd/yyyy")> <!-- Assumes that no date in the list will be earlier than Jan 1 1980 --> <#list statement.lines as line> <#if (line.datecol < latestDate)> <!-- The parentheses are essential here to use the ">"; without parenteses, you need to use…

Thank you so much for your help @Pierre_Plourde . You are awesome! I have one last question (sorry to keep bugging you): I have tried to modify the code to see if it is possible to get the earliest date from the date column This is the code I am using: <#assign latestDate = "01/01/1980"?date("dd/mm/yyyy")> <#list…

Hi @Pierre_Plourde Thanks again for your detailed response. I appreciate it. I am actually trying to find a max date value in a list of values in a multi currency statement. I had mistakenly thought the code would be the same to access a sublist and find the max value so I used the screenshot from a demo account invoice.(I…

Hi @Pierre_Plourde Thank you for your detailed response. I should have been a bit clearer in my requirements: I am looking for the highest value in a set of values. So in this case, the quantity column isn't summed together. Instead, it is finding the largest value which in the example above happens to be 6,500. With…

Thanks @Jack Daryl Espiel-Oracle ! That resolved the issue

Hi @Jack Daryl Espiel-Oracle Please see below: Transition from initiation to Pending Approval:

Hi The record is a purchase order. I am trying to edit the lines of the purchase order so that the total results in a different approval routing and state. I have found that issue if the purchase order is already approved, and I alter the $ value so that it is still approved. If I alter the $ value so that it needs to be…

Thanks for the suggestion @HertsChris @Emilia Ironov-Oracle are there any updates from your colleagues on how to reapprove a purchase order on edit?

Thanks Emilia. That worked perfectly!

Hi @Shamaine Chan-Oracle I am trying to create a saved search showing all items and their stock levels. Thanks

Hi @Patrick Fresnosa-Oracle Thank you for the detailed answer. I was asking on behalf of a colleague and they have a follow up question: They wanted some clarification on whether a elimination subsidiary is needed if the subsidiaries transact in different currencies? In this case, the transactions are not arm's length. The…

Hi @Michelle Jabanes-Oracle That works perfectly! Thank you

Thanks @Jack Daryl Espiel-Oracle That definitely helps. As an aside, is there a reason why the issue only exists for customer statements and not other documents such as invoices, credit memos, purchase orders,etc? They are all pdfs too

Hi @Jack Daryl Espiel-Oracle I have the exact same issue so decided to not create a new thread. I am using Microsoft Edge and have the same problem of not being able to download customer statements as pdfs .and only as nl files. The proposed solution of changing preferences to 'download pdf' doesn't work if generating…

Hi @Michelle Jabanes-Oracle Thanks for looking into this. The related records for the invoice: And for the credit memo: Thanks

Hi @Michelle Jabanes-Oracle I have reduced the amount of the credit memo applied to the invoices so that it is now not fully applied The amount due is still not what I was looking for It is showing the amount unapplied on the credit memo. What I am after is the amount outstanding on the invoice referred to in the…

Hi @Micah Timbol-Oracle Thanks for the speedy response :) I can't access the enhancement link. To confirm my understanding, if I have a child project ('feasibility study' for ABC customer), I can't bill the time for this to the parent project ('Multi Year Implementation' for customer ABC) Is that correct? Is there a work…

Hi @Michelle Jabanes-Oracle This is what I get: The amount remaining figure here does not match the amount remaining for invoice 3093915: Instead, it appears to be pulling from the credit memo and the amount unapplied. if the email is generated from the invoice itself and those tags are used: The $249.95 figure seen in the…

Hi @Michelle Jabanes-Oracle Those tags don't give me the amount remaining of the invoice the credit note was generated from: The email template I am trying to create is for the credit memo When sending the credit memo, I am trying to find the balance on the invoice the credit memo was generated from. i.e. the $249.95 on…

I finally got it to work too The error was related to me copying and pasting the tags from Michelle's post, Once I typed it out in full, it worked

Hi @Michelle Jabanes-Oracle I have the exact same question so didn't want to start another post (hope that is ok--I can start a new post if this is 'hijacking' the original one?) I receive the following error when I try to save the code from your example above thanks

Hi @Micah Timbol-Oracle i have tried this though it is giving me the financial categories and then the totals for each department under that category. what I am after is essentially the income statement in full for department 1 then the income statement in full for department 2,etc(similar to my layout example), vertically…

Hi @Emilia Ironov-Oracle Thanks for the detailed response. The journal I was trying to upload was created by another user. On closer inspection, I can see that it contained intercompany related opening balances as well as regular opening balances for a particular subsidiary. I believe that is what the issue was in this…

Thanks for responding Emilia. The credit cards are Visa not Amex. Is there a solution that works for that?

Thanks for the screenshots and the explanation @Camille Cagalingan-Oracle I suspect the issue might be the training/demo account. I will try to see if having equity accounts for the different subsidiaries makes a difference. I had thought those were system generated by default for all subsidiaries

Thanks for the response Camille. I cannot save any changes once I select any of the tick boxes. None of the drop downs have any information. They show blanks