Barnabas
06/23/2025, 4:32 AMCeligo AI
06/23/2025, 4:33 AMAI generated answer (using internal Slack threads):If you're unable to access the Cash Sale table, it could be due to a number of reasons. Here are a few possible solutions based on previous conversations: 1. Check Related Records: If you're trying to delete a Cash Sale and encountering an error, it might be because there are related records linked to it. You need to delete these related records first before you can delete the Cash Sale. However, it's generally recommended to create a return or adjustment instead of deleting the Cash Sale. This way, you can reverse the transaction and its financial effects, and also capture the reasons for the reversal in the comments section. 2. Check Saved Search Type: If you're unable to filter Cash Sales using a saved search, it could be because the type of Cash Sale has been renamed in your account. You can check this by going to Setup >> Company >> Rename Records/Transactions. If the type has been renamed, you can add a formula in the criteria of your saved search:
{type} is Cash Sale
.
3. Expand Account Lists: If you're trying to manually create a Cash Sale and can't find the account you normally use, it might be because you need to turn on "Expand Account Lists". Also, ensure that you're recording the Cash Sale to the correct account type. Cash Sales are usually recorded to "Undeposited Funds" or a bank account.
Remember, these are just possible solutions based on previous conversations and your issue might be different. If none of these solutions work, you might need to dig deeper into the issue.
******
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
06/23/2025, 4:33 AMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.825278819
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.813887179
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.812473
Celigo AI
06/23/2025, 4:33 AMBarnabas
06/23/2025, 4:34 AMCeligo AI
06/23/2025, 4:34 AMCeligo AI
06/23/2025, 4:34 AMBarnabas
06/23/2025, 4:34 AMBarnabas
06/23/2025, 4:37 AM