I was just hoping to do a saved search or use a standard report.

Thank you!   The issue here was that I had the ‘Store Value’ box checked.

Ah yes – never thought of that.   The purpose of this is that after an item has been fulfilled, an International Customs doc needs to be sent out.   It needs to have most of the info from the Invoice but it needs to go out before the sale is actually invoiced – plus – it cannot have any GL impact at all.    It needs to be fully editable and much of the info will not ultimately match up with the true invoice when all is said and done.

I just want to create the record, source all the data that would normally be on the invoice, have it all editable, and have the user be able to print out a copy at any time.

Yes, this is the workaround I’ve been using but I’m puzzled as to why it’s not allowable in the first place.

Well here’s the formula in the Results section:

And here’s the output I’m getting.   You can see the problem with the memo column:

Thank you, but where would I enter this formula?   Would Formula (text) be a line in the Results section with that formula in the formula section?

Awesome.   Thanks for the feedback.

Yes – it totally does!   Thanks so much.

Makes sense.   Thanks for the response.

It wasn’t there.   I even added it and set it to View just to see if it had any effect and it didn’t.