Mel H Blue Ribbon

Hi @Jeremy Guimaras-Oracle, thanks for your response and the detailed information about the potential options. (Apologies, I was out of office on Friday) Curious, if I were to create a custom line numbering field, if it were cross-referenced in the csv file/csv field mapping, would that then allow the fields to present in…

Hello @Kristoffer Viray-Oracle Could I get some guidance on using the if condition on the advanced pdf template when the scenario is as follows : We have a custom field checkbox indicator of 'Netherlands Shipment?' on our Invoice form. We need a separate custom field 'Customer VAT Tax ID' to print on the Invoice if and…

Hi @Micah Timbol-Oracle Here is an example record :

ADVANCED FINANCIALS

Hi @Clarisa De Torres-Oracle, thank you for your response, this helps confirm expected behavior. Have a great day!

Thank you @Jeremy Guimaras-Oracle for your detailed response, it is helpful for determining next steps.

Hi @Patrick Fresnosa-Oracle, apologies for delay in response, its been one of those weeks. This was exactly the problem, the numbers were quite historic, the 'From' definitely had to be set back a few years to land the data. Thank you so much for your assistance, I truly appreciate it.

Thank you @Patrick Fresnosa-Oracle for your response. I was already aware that the CTA account is a system-generated account, I should have mentioned that in my initial post. Your note that if there is a separate line of our CTA showing possibly being due to manual journal entries that used the CTA account … I've followed…