Hello Patrick Fresnosa-Oracle & Tigran Shahnazaryan. I have not forgotten this... and I am still working around it but have not had free time to focus on a solution. This is just a heads up that I am not ignoring your advice. thanks.

@Katerina Winklerova-Oracle I don't see the Yes this was helpful button to click as I usually do. Thanks for the tip.

Perfect! Thanks. I should have looked for the inverse. Thanks so much.

Hello all. We went to SSO for our Customers using AuthO to authenticate the user/contact logins. We need to prevent the Contacts from leveraging an old bookmark to log in directly so we want to remove their direct login access. I am trying to "remove" Customer Contact Login Access and reset their role. I have attempted…

My apology Patrick. I've been working on this in between projects and have not been completely successful yet. Will keep you posted & hopefully close this discussion soon. Thanks.

Hello Patrick Fresnosa-Oracle. Trying to re-create a dataset. I started with the delivered Transaction Detail dataset and Saved As CD Testing Transaction Detail but I can't join the Item record for attributes (Inactive is false, Custom field Allow Download is True, Custom field Download File is not none) or the Applying…

Thanks both Patrick Fresnosa-Oracle & Tigran Shahnazaryan. Have not had a chance to build the dataset yet. Will update when I do. Probably next week. Thanks again

Hello Tigran Shahnazaryan, yes, thanks for the confirmation. That's what I was figuring but wondered if I was missing a cool trick. I was trying to avoid a customization. Thanks again, Tigran Shahnazaryan. Does anyone have any suggested script language to accomplish?

Thank you Tigran Shahnazaryan I tested your suggestion. I need the line level information including the Item and the Max Expiration Date we hold at the line level for each item. I tried adapting it a couple ways to include lines but was not successful. Happy to try anything. Thanks so much

Thank you Patrick Fresnosa-Oracle Included the Applying Transaction. I removed the Applying Transaction Type = Credit Memo to display the Applying Transaction in the results as well. Yes, the same behavior for all Credit Memos. I think because I need the line items, I also get all the line transaction types (revenue…

Thank you Patrick Fresnosa-Oracle. Yes, I've tried that too. in my case a Credit Memo was issued on the entire original invoice # 2042240 and replaced with Invoice # 2042449. My results still include a line from Invoice 2042240. The Download Item is still returned in the saved search results Thanks.

Yea, sorry Patrick Fresnosa-Oracle. I really just need all the Invoice Item Lines where no Credit Memo was applied. We hold Customer's Entitlement End Date on the Invoice Item Line because the end date may be different for each item. Trouble is when I go after the Invoice Item Line level...I get all "transactions" on that…

Hello all. Does anyone have any suggestions I can try? Thanks.

Thank you. I cleared my cache and SuiteAnswers is working fine. Thanks.

Thank you Elychelle Gulen-Oracle. I need to get rid of the Deferred Revenue entries that only relate to the Invoices where Credit Memos were applied. When I eliminate the Applying Type = Journal as well, it is also removed from the Invoices that did not have a Credit Memo applied. At least I know I was on the right track,…

D - both statements are incorrect

Ivy Lopez-Oracle Perfect, for me. As always, Thanks!

Hello Ivy Lopez-Oracle; similarly I am trying to retrieve the email domains from our Contact {email} using a Formula (Text) formula. I am trying to adapt this suggestion but am not getting it right. REGEXP_SUBSTR({email},'*@*','@*') I keep getting an Error: invalid expression Can you suggest an edit? that will return the…

I am now investigating setting (reading SuiteAnswers) my Custom Record>Usage Reporting>custom field>Customer as "Record is Parent" to see if this could be what I need. That did it. I should have marked my custom record>custom field that uses the Customer list as Record Is Parent = checked and indicated the subtab to place…

That did it. I should have marked my custom record>custom field that uses the Customer list as Record Is Parent = checked and indicated the subtab to place the record. Thank you for your patience.

Michelle Jabanes @Jack Daryl Espiel-Oracle@Joahnna Given Uy-Oracle@Kristoffer Viray-Oracle I am now investigating setting (reading SuiteAnswers) my Custom Record>Usage Reporting>custom field>Customer as "Record is Parent" to see if this could be what I need.

@Jack Daryl Espiel-Oracle@Joahnna Given Uy-Oracle @Kristoffer Viray-Oracle @Michelle Jabanes-Oracle I found this thread How to attach custom record to customer?. It proposes a script, which I was hoping to avoid. I added this thread to that thread, do you suggest I remove it from there? I also found Attach Records to…

@Olivier Gagnon NC, if you are still active.... This question is in its own thread at How to concatenate the values from fields in a CSV Import? but repeated here because I found this thread after creating my own. I created a Custom Record with a custom field that uses the Customer "list". I would like to attach it to the…

@3946779 if you are still an active member, I created a Custom Record with a custom field that uses the Customer "list". I would like to "attach" it to the customer record. How did you do it? I already have a sublist "view" on my Customer... but need to "attach" the Custom Record to the Customer record. Thanks.

Thank you Michelle... I passed on your tips to my colleagues. Have a great day

@Michelle Jabanes-Oracle This relates to a Custom Record on a Customer.... the only way this approaches CRM is that a Customer is involved... I understand if this will need to be a different thread. I am trying to import data into a custom record (customer usage) I have a Customer field that is a List of Customers. The…

I tested performing an Edit and Save on a Customer, without changing any data. This updated the "Name" field without impacting the ID field. It is not optimal because we want the "Customer ID Field ID: entityid to display the ID with the Company Name appended, but for historical data, I can't find anything else to do. So,…

From Jerremaiah Dayao -Oracle May 5, 2023 10:36AM Generating Auto-Create Rules You can generate an auto-create rule for a bank or credit card account. When you create an account transaction and manually match it with an imported bank line, you can click the Make Auto-Create Rule From Selected Transactions box. Note An…

*****Please Ignore* just adding comments because I can't delete my draft

*****Please ignore***** Just trying to get rid of my "draft" status on this discussion. I thought I usually see a way to Delete the Draft but don't see it this time.