Monday, April 15, 2019

Create a Transaction Saved Search to pull up vendor bills that are either back dated or forward dated

Scenario: A user created vendor bills on 8/15/2013. He changed the Transaction Date to 7/31/2013. He wants to pull up all the vendor bills that are either back dated or forward dated. He can create a transaction saved search by following the steps below:

1. Go to Lists > Search > Saved Searches > New

2. Select Type = Transaction

3. On the Criteria tab > Standard subtab, add the following filters:

*Type = Bill

* Formula = case when {trandate} <> {datecreated} then 1 else 0 end    | Formula (Numeric) = not equal to | Value = 0

* Main Line  = False

4. On the Results tab > Columns subtab, add the following fields:

* Date

* Number

* Vendor Fields…> Name

* Amount

* Date Created

5. Rename the search title and hit Save & Run.

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