Create Saved Search for Transaction Bins

Written by
Pamela Caringal
Published on
August 31, 2023 at 9:37:13 AM PDT August 31, 2023 at 9:37:13 AM PDTst, August 31, 2023 at 9:37:13 AM PDT

Here are the steps to create the Bins used in Transactions:

  1. Create a Transaction Saved Search (Reports > New Search > Select Transaction)
  2. Under Criteria, add:
    Item is (then add the item in concern)
    Posting is True (so the system will only pull out posting transactions)
  3. Under Results, add:
    Document Number
    Item
    Transaction Bin Number
    Transaction Bin Quantity
  4. Click Save & Run

Note: This can be used to determine the Bins that you usually add on Posting Transactions.