Tuesday, June 11, 2019

Transaction Saved Search to show one line for multiple Items on a transaction

Users may experience multiple/repeated lines on a Transaction Saved Search when the Item field is shown as one of the Search columns.

Users may follow the below steps to remove/eliminate the multiple lines on a transaction saved search:

1. Navigate to Reports > Saved Searched > All Saved Searches > New.
2. Click on the Transaction link.
3. Provide a unique Search Title and put a checkmark on Public box.
4. On the Criteria tab > Standard sub tab:
    - Type = your preferred transaction type (ex: Sales Order, Invoice, Cash Sale)
    - Main Line = No/false
    - Shipping Line = No/false
    - Tax Line = No/false
    - COGS Line = No/false
    - Date = your preferred date range
5. On the Results tab > Columns sub tab:
    - Date | Summary Type = Group
    - Type | Summary Type = Group
    - Number | Summary Type = Group
    - Name | Summary Type = Group
    - Amount | Summary Type = Sum
    - Formula (Text) | Summary Type = Maximum
        where Formula = Replace(ns_concat({item}), ',' , '<br>')
6. On the Available Filters tab > Filters:
- Date | Show in Filter Region= Checked
7. Click Save & Run.

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