-
Can the Report Builder filter memo (main) is void?
Hello everyone, I have a question regarding the General Ledger. I would like to filter transactions where the memo is not equal to "void." However, I cannot find a "memo" field available in the filter options related to transactions. Could you please advise which field name should be used instead? My objective is to…
-
How many capability of custom body field in available filter saved serach
1. When I create Sales Order with the assembly item and I will check Create WO is true. after submit and approve, the system will generate Work Order. 2. In Work Order will have the custom field that I create for save the created form document number of sales order. This field is list/record type 3. I always use it in…
-
In Report, show Active Employees Only in Filter selection.
Is there a way to exclude inactive employees in any employee filters in reporting?
-
Can I add more field options in section filter drop down ?
In Financial report builder (Edit layout) is it possible to add more options in the section filter drop down ? Currently it is limited to Account Name, Account type, Account Number, Class Name, Department Name, Location Name, Customer, Item name and Subsidiary Name. I want the revenue section of the report to group by…
-
Parent Item name is not visible in the list (Saved Report)
Hey everyone, I’m facing an issue with a Saved Report for Monthly Sales Items, where I track overall sales based on Item Type. I’ve added a filter for Parent Item Name, and it used to display all values from A-Z. However, I recently noticed that the list stops showing values after "T", meaning items like "TRIESTE,…
-
Where are the "-Mine-" and "-My Team-" options for the "Project Manager" field on a Job record.
2020.1 brought us the projectManager field for a Job record. Up until this point, we had been using a custom field to record who the project manager was. I would like to clean up our custom field but ran into a snag when it comes to using this new field in saved search criteria or filter. There are no "-Mine-" or "-My…
-
How to filter a custom field sourcing from Account Period to show only "Quarter"?
Hi everyone, I would like to know that how to create a custom field to show only "Quarter" which is sourcing from Accounting Period. I tried to set up in Sourcing and Filter, like this: But on the record, it is still shown "Month" instead.
-
Show in Filter Region disabled for Item On Any Line
(3rd edit, sorry for the confusion) I've reviewed a number of similar questions. One was related to custom fields and the other confirmed numeric fields aren't available. I think this question is different. 1) I thought Item On Any Line would be an option as well. I saw that in the dropdown. But The Show in Filter Region…
-
Saved Transaction Search - Filter by Sum Total
Hi All, I hope you're well. I am trying to create a report that shows all customers with annual spend greater than £10k only. I have managed to get the report to sum the annual spend, as below, though I am having trouble getting the report to then filter out customers with annual spend of less than £10k. Currently, when I…
-
Custom KPI and Date Filters
Hi, I am trying to create a custom KPI to show the # of lines shipped. My search is using transaction type sales order. I am using Applying Transaction Actual Ship Date as the available filter since partially shipped sales orders do not have actual ship dates. On the dashboard the KPI is only showing the total and not the…