Saturday, June 8, 2019

Saved Search to Pull up Currencies Set up on Subcustomers

To search which among the sub-companies has a Currency setup other than the Primary Currency of the Parent Company:

1) Navigate to Lists > Search > Saved Searches > New
2) Choose Customer as search type
3) Under the Criteria tab > Standard subtab > Filter column, add the following
        Sub of = <choose Parent Company>
        Customer Currency Balance : Currency = <select particular currency that you need to get)

    Note: Choose Customer Currency Balance Fields... from the dropdown list, then select Currency on the pop up

4) Under the Results tab > Column subtab > Field column, add Customer Currency Balance : Currency
5) Click Preview or Save & Run

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