You should be able to go back to the item receipt and adjust the rate.

It looks like you would need to create a transaction saved search with the type set to sales order. You would need to pull your fields from the applying transactions fields folder. You would also need to use CASE formulas in the results to specify the transaction type as either item fulfillment or invoice to properly pull…

It doesn't look like you can get negative bin numbers on the inventory valuation report because bin on hand is not an available field. You would want to create a saved search wherein the criteria specifies that the bin on hand is less than 0. You may be getting duplicate bin numbers on the search because the bin numbers…

Hi Eric, A simple transaction saved search should do the trick. Just enter the criteria: type=Item Receipt, status= fully received and partially received, item fields= is serialized item, item fields: serial/lot number.

In order to show the full name for the item option you would have to change the abbreviation for that attribute. You can do so by going to the custom list for that attribute.Customization>Lists, Records & Fields> Lists. Unfortunately this change will not apply to already created matrix options but will apply to newly…

Here try these steps: 1. Navigate to Lists > Search > Saved Searches > New > Item. [FONT=verdana]2. On the Criteria tab, add the Bin On Hand Count > is less than > 0.[/FONT] [FONT=verdana]3. On the Results tab, add the Bin Number and Bin On Hand Count Fields.[/FONT] [FONT=verdana]4. Rename the Search.[/FONT]…

It looks like using a special order is your best option. Make sure you enable the feature under Setup>Company>Enable Features>Items & Inventory> check the box for Drop Shipments and Special Orders. After enabling this feature there will be a link that shows on the line items on SO's. Use this link to create the PO and the…

Have you tried using the criteria tab to find opportunities with "self" in the title instead of using a formula?

If it needs to be a formula you should be able to use this: CASE WHEN {title} like '%Self%' THEN {projectedamount} END

That's strange, all of the fields in the row should reflect your highlighting rules. Can you post pics of your criteria, results and highlighting setup? Also what is the type of saved search?

If you are trying to find number of unique SKU's per order you will just need to group by document number and count item internal ID. Also, make sure you add criteria: main line, shipping line, tax line and COGS line are all false. If you are looking to get the average unique SKU's per order across all orders add ONLY the…

You have to use the decimal option for the fields to use formulas. For example the Time: Duration (Decimal) field will be right below Time: Duration. However, it looks like the total hours field doesn't have the decimal option. I don't see a way to convert that field to decimal format but maybe someone else has an idea.

Are there any fields selected under the updated fields subtab? Perhaps that is the issue.

I would change the summary criteria. Change the field you are counting to the item name. In the results group by EPN and count item name. You will need to drill into each EPN name to see the items. Summary Criteria: Summary Type=Count Field= Item Name is Greater than 1 Results: Field=EPN (Group) Field= Item Name (Count)

Have you tried using summary types on your results to sum the amounts and group the PO number and supplier?

Try the following in your results: FieldSummary TypeFormulaNumberGroup Message DateMaximum Formula (text)Maximummax(to_char(substr({messages.message},1,4000)))kee p(dense_rank last order by{messages.messagedate})

I'm not entirely sure I fully understand the issue but you could try using expressions in the criteria. Use an OR statement and add Last Message Date is empty.

You can do so by using the field Vendor Price. But you are also going to need to use a formula to remove vendors that are not preferred. Follow the criteria and results below. Let me know if you have any questions. On the Criteria Tab > Standard subtab : add the following: --Type > select types of items to include…

It looks like I was able to get that but it may have to be on a separate search as it seems to work only when there is one row on the results. Not sure if that will work for your purposes but you can take a look. Here's the setup: Field: Formula (percent) Summary Type: Average Formula:…

I think I know what you're looking for. Try using a formula (numeric) in the criteria. Use this formula: CASE WHEN {messagedate} = {lastmessagedate} THEN 1 ELSE 0 END. Set it to equal to 1. Then in your results group the field Type and add a count of Internal ID. Add the fields like message and message date that you would…

You can send a PDF of the transaction using the send email action in a workflow. So I would recommend setting up a workflow to send this email. When creating the action use the saved search as the condition and be sure to mark the checkbox for include transaction and select PDF as type. You will see these fields in the…

I would set up the email schedule again but make sure that the owner of the search sets it up. Try this and see if it works. We've also run into an issue where the search was modified by someone other than the owner and it stopped the scheduled emails.

You should be able to. The setup of this new formula depends on the revenue and cost formulas you mentioned. Could you post those formulas?

I agree with Alex. I would try to use the criteria- Item On Any Line and set it to none of the items you want to see.

I think I may know the work around to this issue. It looks like the message field is the one that is having these unwanted characters. Try fixing this by going into the results tab and using a formula for this column: REGEXP_REPLACE({messages.message},'<[^<>]*>',''). Make sure to choose the correct internal ID for message.…

That's exactly what I would have done. I don't see this formula being set up in a different way unless someone else has some input. You could look into enabling the gross profit feature. But this is not retroactive (it would only affect transactions moving forward).

I'm not sure if this is the issue you are experiencing but if line items are changed on a linked record, the link between the lines on that order and the corresponding record become broken. Because of this, the search may not recognize those line items if you are not searching for that particular record type. For instance,…

When you choose the formula on the results tab, go to the formula column and click the arrow to the right and a pop up window will show. In this box there will be a field drop down. In this drop down find 'message' and select it. The id that shows up should be the one to use (replace message.message with this id). Let me…

I wouldn't have the customer name be it's own column because that would require a formula for every customer. I would enter a formula (text) in the results for each status you would like to see. For example use the formula CASE WHEN {status} = 'CUSTOMER-Closed Won' Then 'Customer-Closed Won' ELSE NULL END.

Send over screenshots of your custom transaction body field set-up. Perhaps the store value box is not un-checked.