Best Of

Hi @Dext3r,

I tried testing this in my test account by creating a transaction search with Type = Purchase Order, then adding Created From and Created From > Shipping Cost to the Results tab.

I identified two transactions in the report that had values for Created From and Shipping Cost, noted the items used in those transactions, and then added those two items to the search criteria. After doing so, I was still able to see the Created From and Shipping Cost fields in the report.

Could you please try the same test on your end and let me know the results? I’m unable to replicate the issue in my test account.

Thank you!

Hi @Jan Prinosil ,

Applying the filter to the header is the solution I provided. No worries! If you want to script it - that's totally possible too. I just thought I would offer an alternate solution to scripting.

Good luck!

Hey @Jan Prinosil,

Yes, it can be done with a script that dynamically displays only the required locations for a given vendor.

At a high level, each Location is created as a Custom Record and linked to a Location. The drop-down only shows the list of Custom Records, which will appear as Locations to an End User. Any set of "Locations" can be displayed using this approach, which we have built for many of our customers.

This solution is scalable and configurable, and supports all required combinations of displayed Locations.

Hi Niña Camille Paule

I had my suspicions it was because of the other groupings in the summary results … Having this data point set to 'Maximum' was causing worse duplication in the output for that column than 'Group' does. I will try your recommendation of process of elimination, though I don't know that it will be viable, as we do have a few other data points in the results that must be set to their current Summary Type to obtain the needed results in those columns. (The same formula based results as seen in the August 2024 Q & A). I will let you know outcome.

Thank you for your time and response!

Thanks for clarifying Angela!

@Angela Bayliss and @markbell10 Thank you for your insights; this discussion has been very helpful.

Hello @Jan Prinosil ,

This is possible to do without a script. It's a bit of an unusual approach, and it won't support many different scenario's.

Here's how it works:

Lets say vendor A can only ship from 3 locations. This is how you can do this without scripting.

Create a new field with the 3 values that can be selected.

Using a workflow, hide the normal 'location' field on the PO.

Using an 'after field edit' for the vendor field. Vendor = A, show the custom drop down field with the 3 selectable values.

User chooses the value from the limited list.

In your workflow, set the field value of the location chosen from the limited list to be the correct location.

Once the correct location is set in the primary location field, using the workflow - now hide the custom field.

Voila! This works. It's an approach I use often when needing to limit values based upon the logic on the transaction.

Make sense?