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@"Micah Timbol-Oracle"@"Shamaine Chan-Oracle" Thank you both for all your help. I think I'm losing sight of what I was really trying to achieve. I have always been able to get the check number in the saved search results. What I am unable to do is to isolate a specific check number using a filter on the check number…

I see and understand what you're doing here and it makes sense but something still isn't correct. When I use the type = Bill, it doesn't give me any results. I get results when I use type = Payment, but the transaction number = payment record # and the applying transaction = deposit number. It looks like we're using the…

Hi Mik- Thank you for the help. I have to say I don't fully understand the formulas but I tried both of your test scenarios. For testing #1, under criteria, I have to use: Type=Bill and Payment. Type= Bill Payment doesn't give me any results. Thus, I get no results from the formula you gave me. I do get the payment record…

In the saved search, we are actually using PO/Check Number in the Results and Available Filters with a custom label of Check Number. I don't know if it make a difference, but on the payment record the field ID for the Check # is checknum. I actually misspoke in my original post. Putting a known check number into the filter…

That's helpful. Thanks

Your understanding is correct. Sadly, it shouldn't be this difficult to get five annual bills of $17K each for 14 items. Thanks for taking the time to investigate it. I will log my vote in SuiteIdeas. 

Awesome, thanks! Glad to be part of the community.