Saved search to show Vendor Name only to Open Purchase Orders report

Written by
Junica Ann Capili
Published on
October 24, 2023 at 3:16:56 AM PDT October 24, 2023 at 3:16:56 AM PDTth, October 24, 2023 at 3:16:56 AM PDT

Scenario:

Create Saved Search to show Vendor Name only to Open Purchase Orders report.

Solution:

To do this:
  1. Navigate toLists>Search>Saved Searches>New
  2. SelectTransaction
  3. Enter aSearch Title
  4. Go toCriteriatab >Standardsubtab,
    Filters:
    • TypeisPurchase Order
    • MainLine isTrue
    • StatusisnoneofPurchase Order:Closed,Purchase Order:Fully Billed,Purchase Order:Rejected by Supervisor
  5. Go toResultstab >Columnssubtab
  6. ClickRemove Allthe
  7. Add the followingFields:
    • Date
    • Document Number
    • Vendor : Company Name
    • Vendor : Name
    • Status
    • Amount
  8. ClickSave&Run