Best Of

Well. I swear that was the FIRST place I looked. But I checked again. And YUP! There it is. Thanks for the assist!

Hi @kariingvaldson,

Good day!

It might have been changed via the Custom Form of the Sales Order. It can be found under the Actions subtab, as shown below:

Here's an exmaple on how it was changed into Test Approver via the Custom Form:

I hope this helps! 😊

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.