Display Restrict to Location, Department and Class Fields on an Account Saved Search

For Audit purposes, users may require a Search/Report to show all Accounts their corresponding restrictions. Currently, the ability to expose the Restrict To Department / Restrict to Class / Restrict to Location fields in an Account Saved Search is still filed as Enhancement# 151598. As an alternate solution, users can create the following Saved Searches:

Account with Restrict To Department:

1.    Navigate to Transactions>Management>Saved Searches>New

2.    Select Account

3.    On the Results tab add the following fields:

·         Name where Summary Type = Group

·         Account Type where Summary Type = Group

·         Description where Summary Type = Group

·         Balance where Summary Type = Group

·         Formula(Text) = DECODE({systemnotes.field}, 'Department', {systemnotes.newvalue}) where Summary Type = Maximum, When Ordered By Field = System Notes: Date and Custom Label = Department

4.    Hit Preview or Save and Run

Account with Restrict To Class:

1.    Navigate to Transactions>Management>Saved Searches>New

2.    Select Account

3.    On the Results tab add the following fields:

·         Name where Summary Type = Group

·         Account Type where Summary Type = Group

·         Description where Summary Type = Group

·         Balance where Summary Type = Group

·         Formula(Text) = DECODE({systemnotes.field}, 'Class', {systemnotes.newvalue}) where Summary Type = Maximum, When Ordered By Field = System Notes: Date and Custom Label = Class

4.    Hit Preview or Save and Run

Account with Restrict To Location:

1.    Navigate to Transactions>Management>Saved Searches>New

2.    Select Account

3.    On the Results tab add the following fields:

·         Name where Summary Type = Group

·         Account Type where Summary Type = Group

·         Description where Summary Type = Group

·         Balance where Summary Type = Group

·         Formula(Text) = DECODE({systemnotes.field}, 'Location', {systemnotes.newvalue}) where Summary Type = Maximum, When Ordered By Field = System Notes: Date and Custom Label = Location

4.    Hit Preview or Save and Run