Friday, March 29, 2019

Create a vendor saved search to list all vendors with purchase orders within the last XX months

1. Navigate to Lists > Saved Searches > Saved Searches > New.

2. Click Vendor.

3.  Enter a Search title.

3. Under Criteria tab > Standard subtab, set the filter field to Transaction : Type = is any of Purchase Order.

4. Go to Criteria tab > Summary subtab and set the following:
---Summary Type= Maximum
---Field= Transaction : Date
---Description= is on or after 18 months ago (let say, XX = 18).

5. In the Results tab, set the following column fields:
---Field= Name, Summary Type= Group
---Field= Transaction : Date, Summary Type= Maximum
---Field= Transaction : Type, Summary Type= Group
Note: You can add other fields on your results tab (i.e. you can add Transaction : Number, Summary Type= Maximum).

6. Click Save & Run or Preview.

Note: The above vendor search is also applicable to vendor bills if you want to list all vendors with vendor bills within the last 18 months.

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