Thursday, February 28, 2019

Saved Search to Generate a List of Item Receipts Created From Return Authorizations

1.    Navigate to Reports> Saved Searches> All Saved Searches> New

2.    Select Transaction as search type

3.    Assign name on the Search Title field

4.    On the Criteria tab> Standard sub tab> Filter column, set the following:

a.     Type is any of Item Receipt

b.     Formula (Text) contains Return Authorization then copy-paste this formula:

{createdfrom}

c.     Main Line is true (Yes)*

5.    On the Results tab> Columns sub tab, add the fields you wanted exposed on the report

6.    Hit Save & Run

Note: Criteria for Main Line may be set to true or false depending on the fields you wanted exposed on the search- if the field is sourced from the Main Line then set the criteria to 'yes'. If the field is sourced on the line item details then set the criteria to 'no'.

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