Hello, Joahnna The document would come from the Comm Tab, yes. I want to be able to send to our customers a fulfillment email notification with the document we attach to the comm tab > file. we only place one document (PDF of Bill of Lading) and I was hoping it could somehow automatically attach to any emails we would send…

Hello, I believe I've figured it out in the meantime! My meaning was Days Sales Outstanding. Thank you for your quick help on this. RICK

Appreciated, Dominica and Mikko! Thank you again, Rick H

Appreciated, again! Thank you, Rick H

Hello, Note from my CFO: "Did you tell NS / oracle we use EP through Nolan and not the Netsuite solution? " I'm not sure this works for us. Any ideas on this?

I apparently don't have access to do ANY of this, but this is exactly what I was looking for! Thank you for your quick help with this! Greatly Appreciated, Rick H

Appreciate the help on this. Thank you!

Shamie, Thank you for all of your help but I'm afraid what is produced by this search either does not make sense or I cannot seem to make the information work for me. Are complicated formulas the only way to find all customers with deposit balances on all of their transactions? Thank you again for your help, Rick

Apologies, Shamie Very possible I am missing something or was not 100% clear. I am looking for open customer deposit balances for all customers REGARDLESS of sales order.. For example.. Any profile that shows this even after all deposits have been applied.. Thank you and let me know if you have any questions. You've gotten…

Hello, Shamie! This worked JUST as you said it would. Cannot thank you enough! Where would one go to learn things like this? Definitely not "first day" material.. This (highlighted) I never would have know how or when to implement. Any advice? Thank you again very much for your help! Rick

Hello, Shamie! Thank you and I will try this! I am working within the Accounting Manager Role. Thank you again! Rick