If the Invoice contains only one line item in the invoice record, but the saved search for the same invoice record includes 2 more extra lines as below. To avoid these extra lines from the invoice search, add a filter in the saved search:- Set “COGS Line” as ‘false’
Tag: Invoice search
Saved search to list invoices with multiple deposit application
Requirement Create a saved search to list all invoices details for which the number of deposit application is more than one. Solution Create a invoice type saved search with the following criteria: Standard : Type: Invocie Applying Transaction Type: Deposit Application Summary: Applying transaction count greater than One. Results : Add necessary fields and Count… Continue reading Saved search to list invoices with multiple deposit application