Tag: saved search

Create a Saved Search for Changes in Memo Field of Item Fulfillment

We can show changes in the memo field for IF records by creating a Saved Search. Navigate to Lists > Search > Saved Searches > New Click Transaction Search Title: Enter Title Click Criteria Click Standard Note: Always click ‘Add’ once Filter is selected and adjusted, as needed. Select Type any of: Select Item Fulfillment (or any type, depending on your use) Click Set Select Main Line Main… Continue reading Create a Saved Search for Changes in Memo Field of Item Fulfillment

Saved Search to Show Inventory-Affecting Transactions in the Item Record

Follow the steps below to create Saved search to show inventory-affecting transaction in the item record: 1. Navigate to Lists > Search > Saved Searches > New > Transaction.2. Under the Criteria tab > Standard sub tab > Filter column, add the following: Account > select the Asset account Posting > is true Main Line > is False 3. Under the Results tab > Columns sub tab > Field column, add the following: Date Number Type Quantity Under the Available… Continue reading Saved Search to Show Inventory-Affecting Transactions in the Item Record

How to show saved search results based on a field value inside a custom record

We can show Saved search results in a custom record. Follow these steps: We have to make a saved search with the required criteria. Now go to the subtab: ‘Available filters’ and add a new filter that needs to be used for checking with the value from the custom record field. Enable the ‘Show in… Continue reading How to show saved search results based on a field value inside a custom record

Saved Search to Show the Last Item Receipt Date per Item and its Age as of Today

1. Navigate to Lists > Search > Saved Searches> New > Item. 2. Under Criteria tab, enter the following:    a. Type: Inventory Item   b. Transaction Fields..Type: Item Receipt 3. Under Results tab, enter the following:    a. Name| Summary Type: Group    b. Display Name | Summary Type: Group    c.Transaction Fields..Date | Summary Type: Maximum    d.Formula (Text) | Summary Type = Maximum | Formula = round({today}-{transaction.datecreated},0) 4. Enter a Search Title and hit Save.

Proposal For Terms and Discount Field Setup

Proposal summary:: For some invoices we have to change the Customer terms every day. We go to each invoice to change the terms. Created a saved search so instead of changing the terms by clicking on each invoice we can change it on the saved search. Below are the issues with the saved search.  How… Continue reading Proposal For Terms and Discount Field Setup

Remove Duplicate Lines in Saved Search for Item Fulfillment

Description Item fulfillment contains only one item but when we search for the same using an Item fulfillment search, it shows two lines as below with one positive quantity and one negative quantity. Solution Using Account Type as filter: Select Account Type Account Type: Select any of Select Cost of Goods Sold Click Set