Andreea Barcan
03/03/2025, 6:08 PMCeligo AI
03/03/2025, 6:08 PMAI generated answer (using internal Slack threads):Based on the conversations, it seems that you are trying to retrieve the 'Source Revenue Plan / Source Recognition Plan' field in a saved search. This field links the Journal Entry line to the revenue plan record and its internal ID is 'sourcerevenueplan'. You can try using a formula text and use the internal ID
{sourcerevenueplan}
. If the field is exposed, it should show up. However, if it is not exposed, you might not be able to retrieve it.
If you can't retrieve it from a transaction search, you can start with a revenue plan search and then pull in the Journal Entry info. This might or might not work with your scenario, but it's worth a try.
For finding duplicate journals that were created from the same originating transaction, you can use a summary of 'Count' for the document number/internal id of the journal in results. Group the originating transaction field. Apply a summary criteria where the count of the document number/internal id is greater than 1. This should help you narrow down your search.
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Disclaimer:
This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes.
******Celigo AI
03/03/2025, 6:08 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.81746155
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.817061365
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.813266158
Celigo AI
03/03/2025, 6:08 PM