Articles tagged #SAVED
Articles tagged
#SAVED
Show Results of Saved Search for Custom Roles When Using The Filter Amount Is Less Than 0
When user creates a Transaction Saved Search with Amount is less than 0 in Criteria tab, it might not be visible for custom roles, even if permissions were set up correctly by Administrator.
Role Is Missing Under the Roles Subtab of a Saved Search
Some roles are missing under the Roles tab of a Saved Search.
Search for Entity Bank Details Without Parent Entity
Entity Bank Details are usually created from Customer or Vendor record. This way, the Entity Bank Details record is directly linked to the Customer/Vendor as its Parent Entity.
Formula to Add a Link to Transaction Saved Search Which Opens Another Transaction Saved Search When Clicked
There are times when in a master saved search, a user would want to have a link which when clicked would redirect the user to another saved search (child).
Saved Search Results Drill Down Fields
When viewing the results to a saved search where Summary Type is used there are some fields that you can drill down to and others that cannot.
Display Customer Status on Opportunity Saved Search
A user wants to display Customer Stages and Opportunity Status using an Opportunity Saved Search.
Create a Saved Search to Find Transactions Created by Administrator Roles
Create a Saved Search to find transactions created by an Administrator role.
Sorting Behavior for Saved Searches with Summary Types
Sort Byfields can always be selected on theResultstab of any Saved Search. This specifies how the results will be displayed when you run the search. Sometimes a user also definesSummary Typesfor the result fields, but he/she may forget to place the sort to use when viewing the search in summary form.
Saved Search for Customers created from WebStore
Create Saved Search that will show Customer records created from the Web Store
Saved search to show Vendor Name only to Open Purchase Orders report
Scenario:
Solution:
- 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
Sales Order Saved Search That Do Not Have Item Fulfillment Records Generated Yet
Sales Order Saved Search that does not contain Item Fulfillment related records.
Create a Saved Search to Display Sales Orders with No Files Attached
User needs to have Transaction Saved Search to display Sales Orders with no files attached under the Communicationtab > Files subtab.
Saved Search to Filter Transactions Created by Specific Role/s
User wants to create a Saved Search to filter transactions using specific role/s.
Add a Saved Search Filter for Item Fulfillments Created Within the Last Hour
A user needs to see a list of Item Fulfillment records created within the last hour.
Transaction Saved Search to Show Related Sales Order Status of Item Fulfillment
Create aTransaction Saved Searchthat would show the status ofItem Fulfillment's related order.
Saved Search > List of Inactivated Customers
A user wants to create a list of all customers that have been inactivated in the system.
Create Search for all Customers with no Transactions
Scenario
Solution
2. ClickCustomer
3.Search Title:EnterTitle
Example:Customers With No Related Transactions
4. ClickCriteria
5. ClickStandard
6.Filter:
- SelectStage
- Stage:SelectCustomer
- ClickSet
- Summary Type:SelectSum
- Field:SelectFormula (Numeric)
- Formula (Numeric):Select isequal
- ClickSet
- Formula:EnterDecode ({transaction.number},NULL, 0,1
9.Field:
- SelectName
- Summary Type:SelectGroup
- SelectFormula (Numeric)
- Summary Type:SelectSum
- Formula:EnterDecode ({transaction.number},NULL, 0,1)
Saved Search on Inventory Count of Lot Numbered Items to Show the Inventory Numbers and Quantities on Snapshot Detail and Count Detail
Scenario
Solution
- Navigate toLists>Search>Saved Searches>New
- SelectTransaction
- Search Title:EnterTitle
- ClickResults
- ClickStandard
- Filter:
- SelectType
- SelectInventory Count
- SelectItem
- Selectnot none
- SelectStatus
- SelectInventory Count:Approved,Inventory Count:Completed/Pending Approval
- SelectItem fields...
- SelectIs Lot Number
- SelectYes
- SelectIs Lot Number
- SelectFormula(Numeric)
- Formula:EnterCASE WHEN {transactionlinetype} = 'Snapshot Quantity' or {transactionlinetype} = 'Count Quantity' THEN 1 ELSE 0 END
- Formula (Numeric):Selectequal to
- Value:Enter1
- Formula:EnterCASE WHEN {transactionlinetype} = 'Snapshot Quantity' or {transactionlinetype} = 'Count Quantity' THEN 1 ELSE 0 END
- SelectType
- ClickResults
- ClickColumns
- Field:
- SelectDate
- SelectDocument Number
- SelectItem
- SelectFormula(Text)
- Formula:EnterCASE WHEN {transactionlinetype} = 'Snapshot Quantity' THEN {inventorydetail.inventorynumber} ELSE null END
- Custom Label:EnterSnapshot Lot Number
- SelectFormula(Text)
- Formula:EnterCASE WHEN{transactionlinetype} = 'Snapshot Quantity' THEN {inventorydetail.quantity} ELSE null END
- Custom Label:EnterSnapshot Quantity
- SelectFormula(Text)
- Formula:EnterCASE WHEN {transactionlinetype}='Count Quantity' THEN {inventorydetail.inventorynumber} ELSE null END
- Custom Label:EnterCount Lot Number
- SelectFormula(Text)
- Formula:EnterCASE WHEN {transactionlinetype}='Count Quantity' THEN {inventorydetail.quantity} ELSE null END
- Custom Label:EnterCount Quantity
- ClickAdd
- ClickSave & Run
Create Saved Search for Transaction Bins
Here are the steps to create the Bins used in Transactions:
Create Report to Show Items on the Bins
The user needs an Item Saved Search that shows all Items on the Bin.