Monday, July 1, 2019

Create a Scheduled Saved Search for Purchase Orders Overdue for Receipt

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

2. In the Criteria tab > Standard subtab, enter the following filters:

Type = Purchase Order


Status = Purchase Order:Pending Receipt

Formula(Numeric) = Formula: case when {daysoverdue} > 0 then 1 else 0 end

Formula(Numeric) is equal to

Value is 1

Mainline = F


Due Date/Receive by = is after , enter the date in scope of the saved search.


3. In the Results tab > Column subtab, enter the following fields:



Due Date/ Receive By

Fulfilling/Receiving Transaction : Date


Vendor : Name


Fulfilling /Receiving Transaction



4. Navigate to Email Tab and mark the Send Emails According to Schedule box.


5. In the Specific Recipients subtab, enter the name of the recipients of the saved search.


6. In the Schedule subtab, click in what event you want the saved search to go out.


7. In the Start time field, enter the appropriate time for the saved search to go out.


8. Click on Save & Email.  




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