Finance
Discussion List
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Track inventory movement in multiple warehouse locationsIn Formulas and FunctionsHi, We would like to track inventory movement between multiple warehouse locations, there is no need to track stock value/sales, just need to track inventory movement between locations and the inventory balance Warehouse: Warehouse A, War…
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Refund Tracking Smartsheet- Ideas or TemplateIn Using SmartsheetGood Afternoon Everyone, I am overseeing customer refunds for our company. Our company requires customers to make a refund preference so when there is a refund due to them, we can deliver it to them as quickly as possible. However, beca…
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COUNTIFS between dates & criteria.In Formulas and FunctionsGreetings Smartsheet Community, I am attempting to cross reference another sheet and Count all the Completed tasks within a certain time frame. So far I am successful counting the dates in the range using the following formula: …
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Quickbooks & SmartsheetIn API & DevelopersSo. I've been working on this Quickbooks & Smartsheet Integration for a couple of years now for my own internal use. It has many application & the proof of concept exists and we use it. We use it for an approval process (for in…
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How do I get a sum for each location (Room 600-605) excluding expired materials?In Formulas and FunctionsIn this first image the "Complete Count QTY" column sums the materials excluding expired materials. This works perfectly. In this image you can see my attempt at getting a sum for Room 605 in the "Location Specific QTY"…
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Send alert to task's assignee when predecessor task's status changes to completeIn Formulas and FunctionsHi all. New, enthusiastic user here hoping for some guidance. In setting up a repeating process, I have dependencies/predecessors clearly identified. Wonderful! Now, how does one set an alert/notification to auto-send to a task's assignee …
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Convert Numbers to Text so I can show a range keeping the comma delimitersIn Using SmartsheetI have two columns of data showing prices, say $1,100 in one and $2,200 in another. I want to display this as a range in a report as "Your price is $1,100 - $2,200". I used this formula: "$" + $[Report Low Price]@ro…
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Docusign / Smartsheet | Supported Field TypesIn API & DevelopersDoes anyone have experience working with DocuSign "Radio Groups" and merging those fields to data inside Smartsheet? I have been utilizing the Smartsheet/DocuSign integration for several months with great results, but there are …
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Generate Cover Sheet Summary Page off of Data?In Using SmartsheetWe have a spreadsheet listing all of our jobs and I was wondering if anyone knows if we can highlight one of the jobs by selecting it and generating a cover page summary report of just that one job? Any advice would be greatly appreciated!…
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Nested If SmartSheet Formula For Symbols (R, G, Y)In Using Smartsheet=IF([% Complete]@row < 0.7, "Red", (IF([% Complete]@row = 1, "Green", "Yellow"))) i.e. =IF(data < number, "TRUE Symbol Text", (IF(data = number, "TRUE Symbol Text", "FALSE Symbo…
