Discussions
Here are some examples to get your creative juices flowing.
"Did I pay vendor John Doe last month?"
"Take me to my largest sales order for this month."
"What invoices haven't been paid yet?"
Saved Search that lists items with out transactions associated with them
I need a saved search that returns items that have no activity (except for stock adjustments)
I have tried several different case statements but I can't get it to work
Bascially I want to return an item if it has no
Sales Orders
Item Fulfillments
Work Orders
Work Order builds
Work Order Closures
Item Receipts
Invoices
Refunds
etc.
This was my best guess but it doesn't work
case when {transaction.type} = 'Cash Sale' OR {transaction.type} = 'Invoice' OR {transaction.type} = 'Item Receipt' OR {transaction.type} = 'Work Order' OR {transaction.type} ='Bill' OR {transaction.type} ='Credit Memo' OR {transaction.type} ='Item Receipt' OR {transaction.type} ='Item Shipment' OR {transaction.type} ='WO Build' OR {transaction.type} ='Work Order Close' OR {transaction.type} ='Work Order Completion' OR {transaction.type} ='Work Order Issue' OR {transaction.type} ='Sales Order') then 0 else 1 end
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