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System Notes: Context Field in a Saved Search
Hi Gurus! I am right now building a Transaction Saved Search, and it was requested that the System Notes: Context field be included on the Search. The issue right now is that when I run the search, for each transaction, it is showing a bunch of rows because it's pulling all the contexts for each row. What I would like is…
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Need a saved search that has no lines that meet the exclusion criteria
I have been reviewing posts in the Community for several hours looking for the answer I need but am still falling short. I need to create a sales order saved search that excludes sales orders where ANY line meets the exclusion criteria (which is that the field tagsrqd is not checked on any line). My criteria is currently:…
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How to filter sales order on items with a COGS amount?
I have a report for items that are shipped to customers without a charge, so that the COGS for these items can be moved into other expense accounts. Items that were not booked to COGS do not need to be included. The problem I am running into is that under criteria I cannot set "Fulfilling/Receiving Transaction: COGS Amount…
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Filtering the results of a saved search of type Transaction, where the "Name" field is not empty
Dear all, Hoping to find you well. This might be a silly request, but I am not completely sure on how to retrieve records from a saved search for which the Name field in the transaction is not "-None-" (i.e. meaning it is actually populated with a value and is not empty). Once you add the Name field in the criteria section…
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How to create Search Criteria for Transactions Brake Jobs and Brake Fluid Flushes?
Greetings, I'm trying to create a Sales Order search that shows 1) Brake Jobs, and 2) Brake Fluid Flushes that occurred at the time of the Brake Job. The results I am getting show ALL the Brake Fluid Flushes regardless of if the work was done at the time of the brake job. Any assistance would be much appreciated!