Saved search to show Vendor Name only to Open Purchase Orders report
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:
- Navigate toLists>Search>Saved Searches>New
- SelectTransaction
- Enter aSearch Title
- Go toCriteriatab >Standardsubtab,
Filters:- TypeisPurchase Order
- MainLine isTrue
- StatusisnoneofPurchase Order:Closed,Purchase Order:Fully Billed,Purchase Order:Rejected by Supervisor
- Go toResultstab >Columnssubtab
- ClickRemove Allthe
- Add the followingFields:
- Date
- Document Number
- Vendor : Company Name
- Vendor : Name
- Status
- Amount
- ClickSave&Run