Aaron McCausland
10/10/2025, 4:30 PMCeligo AI
10/10/2025, 4:30 PMAI generated answer (using internal Slack threads):To get the Source column of each line on a Revenue Arrangement in a Saved Revenue Arrangement Search, you need to use the "Revenue Element: Source" field. This field will give you the source transaction of the Revenue Arrangement. Here are the steps to create such a search: 1. Navigate to Reports > Saved Searches > All Saved Searches > New. 2. Select "Revenue Arrangement" as the search type. 3. In the Criteria subtab, add a new criterion: Type = Revenue Arrangement. 4. In the Results subtab, add new columns for the fields you want to display. To get the source of each line, add "Revenue Element: Source". This will display the source transaction of each line on the Revenue Arrangement. 5. Save and run the search. Please note that the Source field will display the transaction that triggered the creation of the Revenue Arrangement, such as a Sales Order or an Invoice. ****** 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
10/10/2025, 4:31 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.869873106
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.854614258
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.851318479
Celigo AI
10/10/2025, 4:31 PMCeligo AI
10/10/2025, 4:45 PM