Wednesday, June 12, 2019

Saved Search on Last Vendor used per Item

To create a Saved Search on Last Vendor used per Item:

1. Navigate to Lists > Search > Saved Searches > New
2. Choose Item
3. On the Criteria tab > Standard subtab > Add Filters:

- Type = Inventory Item
- Transaction Fields... Type = Bill
- System Notes Fields... Type = Create

4. On the Results tab > Columns subtab > Add Fields:

- Name | Summary Type = Group
- Transaction Fields... Type | Summary Type = Group
- Transaction Fields... Date | Summary Type = Maximum
- Transaction Fields... Number | Summary Type = Maximum | When Ordered By Field = Transaction Fields... Date
- Transaction Fields... Main Line Name | Summary Type = Maximum | When Ordered By Field = Transaction Fields... Date

5. Name your Saved Search
6. Click Save & Run

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