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Thanks Clarisa, I already voted, I am closing the topic.Kind regards

Thank you very much, I'm closing the topic, best regards

Hi, @Michelle Jabanes-Oracle Thank you very much for responding. Yes, it is an employee search, but what is the reason that the text type formula does not bring the data? Best regards!

Hello @Clarisa De Torres-Oracle Thank you for your reply, I was able to solve it by grouping the clients by their internal IDs and placing the created date filter, now it shows me the KPI correctly, best regards

Hello @Jam Amper-Oracle how are you! Thanks for you reply. Is there another way to clear the date in the report? But from the criteria or with a formula, by filter it is not so viable since I can have many dates and I only need the oldest one to appear. Thanks in advance, best regards!

Hello @Patrick Fresnosa-Oracle Thanks for you recomendations! Best Regards!

Hello @Patrick Fresnosa-Oracle how are you? If indeed I was able to solve it with that, now I have the problem that when it has decimals in 00 it adds the amount and does not subtract it this is the formula, I don't know about the cases of decimals in 00, it doesn't do the subtraction for me thanks!

Hi @Wee Ming Thanks for the recommendations, I will try to review it with what you suggest to me, best regards

Hello @Clarisa De Torres-Oracle, I hope you are well! In principle the search has 2500 results, it seems strange to me that when you enter that it does not contain Nov.2024 the search takes 9 minutes to load, but if it only has the one that does not contain Dec.2024 it only takes 1 minute to load In any case, I will follow…

Hello @Patrick Fresnosa-Oracle, I hope you are well, thank you for your prompt response. I show you the search criteria: At the same time, in the result I have the Expected Receipt Date field as a summary, but it does not filter the dates in the purchase orders Thanks!

Hello Patrick, how are you? Yes, in the search I had the option none and within the formula for each subsidiary the "Amount" field was selected, in this case I had to remove the filter to select each account individually and it would be imported into an excel for the analysis of the balances.Thank you for your help, I am…

Hello everyone, how are you? I was able to solve it with the following formula: in the criteria: Result: I close the topic, thank you very much for all the support, best regards!

Hi @Clarisa De Torres-Oracle Thank you very much for your prompt response, ok I grouped the results by group and the results were left in two lines I ask you, is there a way to place the names of Elio and Valeria on a single line? Since it is the same ID of the prospects from the Name column

Hi patrick, I go again with the transaction type search option, to be able to take advantage of the period filter by date, I see that I can select several types of income statements (expenses and income) thank you for the help, with this I am closing the topic , kind regards.

Hello @Patrick Fresnosa-Oracle, how are you? I think I should choose to do a transaction type search again, I ask you, is there a way for the search to return all the accounting accounts that the multibook brings me? Example all income and expense accounts? I look forward to your comments. Thanks in advance, Best regards

Hello @Patrick Fresnosa-Oracle, thank you very much for your answer, I tell you, my search is not of the transaction type, it is of the multibook type of transactions and that filter called "Period account: Start date" I cannot see it to choose it from the list, any other suggestions to set the date range for the periods?…

Me sirvió, muchas gracias @Micah Timbol-Oracle agradecido por tu ayuda, gran abrazo!

Hola @Patrick Fresnosa-Oracle Muchas gracias por la información. Saludos

Hola buenos días, muchas gracias @Veronica Steluta Mincior-Oracle @Jessica Mercado @Michelle Jabanes-Oracle por sus comentarios, estaré revisando la información. Saludos y buen inicio de semana!

Hola @Michelle Jabanes-Oracle como estas? Estuvimos revisando tus recomendaciones pero no logramos ver como acceder con un Rol de centro de proveedores con permisos para publicar, es que sale el de centro de proveedores es limitado y no le podemos agregar permisos, si notas algo que debamos hacer te agradezco la ayuda.…

Hola @Jessica Mercado Buen día como estas? Te consulto ya que tengo el mismo inconveniente que tuviste para modificar el dashbord en el centro de proveedores, me ayudas indicándome como lo solucionaste? De antemano Muchas gracias, saludos.

you are welcome Micah Timbol-Oracle Kind Regards!

it was solved, thanks! The solution was to restrict the view from the user preferences by subsidiary, so that the report shows me the currency of the subsidiary and not that of the main company

it was solved, thanks!

Thank you @Michelle Jabanes-Oracle Best Regards!

Hello @Patrick Fresnosa-Oracle I was able to solve it, thank you very much! Kind regards

Hi! @Michelle Jabanes-Oracle Let me try your recommendation and I'll report any details. Thanks a lot! Regards!

Thanks @Jervin Nicholas Teopengco-Oracle Best Regars!

It is according to the state of the opportunity. That is, if the opportunity has the status Closed Lost, neither a sales order nor an invoice should be allowed to be generated. Thanks!

Hi @Jervin Nicholas Teopengco-Oracle how are you? How would it be both ways? Thanks in advanced