Wednesday, January 30, 2019

Transaction Saved Search to Display List of Transactions with a Specific Number of Lines

To create a saved search to show a list of transactions, for example Purchase Orders, with only one line or any specific number of lines, follow the steps below:

  1. Navigate to Lists > Search > Saved Searches > New.
  2. Select Transaction as the Search Type.
  3. On the Criteria tab > Standard subtab, enter a filter for Type = Purchase Order.
  4. On the Criteria tab > Summary subtab, enter the following filter: Summary Type = Count, Field = Line ID, Description = 2.
  5. On the Results tab > Columns subtab, add a column for Line ID.
  6. Set the Summary Type of the Line ID column to Count.
  7. Click Preview or Save & Run.

Note: Remember to set the Summary Filter for Line ID as one higher than the number of lines expected, so as to account for the main line count. For instance, the objective is to run a search for transactions with 10 lines, set the Line ID filter in step 4 to equal to 11. 




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