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Re: Why is Saved Search not showing the Item?
I see what you mean, @Panadick, To see Sales Order items, the only option is to run the Sales Order Saved Search on a line level (i.e., Main Line = False). Certain joins, such as "Installment On…1 -
Re: Why is Saved Search not showing the Item?
@Panadick, There must be an issue with the criteria. To help with the troubleshooting, please create a custom Transaction Search and share the results:2 -
Re: How to link Credit Card Charges to Credit Card Payment?
Hi @User_DJ8IA, Let's say the company has two Corporate Credit Cards: GL 1080 - Chase Visa GL 1090 - AmEx You would select one of these under "Account" on the Use Credit Card page. All…2 -
Re: How to add PO Vendor field in a Saved Search?
Hi @User_Y0RZ7, The PO Vendor field on the Sales Order line is accessible via a script. The script can copy the current value to a custom PO Vendor (stored) field to be displayed on Saved Searches. T…1 -
Re: Project Management Reports
Hi @Quatro, Sure:2