YASSER
07/07/2025, 6:26 AMCeligo AI
07/07/2025, 6:27 AMAI generated answer (using internal Slack threads):Based on the conversations, you can create a formula in a saved search to show the credit memo in the report when the applying transaction type is credit memo and the created from field is empty. Here is a sample formula you can use:
sql
CASE WHEN {type.id} = 'CustCred' AND {createdfrom} IS NULL THEN {tranid} END
This formula checks if the transaction type is a credit memo ({type.id} = 'CustCred'
) and if the created from field is empty ({createdfrom} IS NULL
). If both conditions are met, it will return the transaction id ({tranid}
) of the credit memo, which you can then show in your report.
Please note that you may need to adjust this formula to fit your specific needs, such as changing the fields or the conditions.
******
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
07/07/2025, 6:27 AMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.823434
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.820440054
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.820281625
Celigo AI
07/07/2025, 6:27 AM