Hi @michellehesketh58 Thanks for the idea, I tried out the formula and got this error: Thank you,KT
Hi @michellehesketh58, Thanks for the feedback, we updated the formulas and had to add in the type since we are looking at revenue and cost. =IIf (sum([PMBudget.Type]=[Rev] And [PMBudget.CuryRevisedAmount]) = sum([PMBudget.Type]=[Rev] And [PMBudget.CuryActualAmount]) , Null ,100*((sum(IIf( [PMBudget.Type]=[Rev] And [PMBudget.CuryRevisedAmount] <> 0, [PMBudget.CuryRevisedAmount], Null))-sum(IIf( [PMBudget.Type]=[Rev] And [PMBudget.CuryActualAmount] <> 0, [PMBudget.CuryActualAmount], Null))-(sum(IIf( [PMBudget.Type]=[Cost] And [PMBudget.CuryRevisedAmount] <> 0, [PMBudget.CuryRevisedAmount], Null))-sum(IIf( [PMBudget.Type]=[Cost] And [PMBudget.CuryActualAmount] <> 0, [PMBudget.CuryActualAmount], Null))))/(sum(IIf( [PMBudget.Type]=[Rev] And [PMBudget.CuryRevisedAmount] <> 0, [PMBudget.CuryRevisedAmount], Null))-sum(IIf( [PMBudget.Type]=[Rev] And [PMBudget.CuryActualAmount] <> 0, [PMBudget.CuryActualAmount], Null))))) From that, we received a new error m
@kandybeatty49 Just myself, I am building it before releasing it to the user group.Thank you,
Hi @kandybeatty49 I am using the default value but still receiving the same error.
@darylbowman Thanks for the suggestion, I am still getting the same error with no file population on the Send Email function within the invoice d memos screen.Thank you,KT
Hi @darylbowman Thank you for the suggestion, still not populating the invoice on the email. Best,KT
Hi @manikantad18 Thanks for the sample notification template. We have been trying to send them from the invoice and memo screen, using the following steps:Go to invoice and memo screen AR301000 Selecting 3 dots for more actions Selecting “Send Email” This opens email activity In email activity, select more actions and select the source Select Notification template and template name
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