Thursday, July 4, 2019

Transaction Mass Update: No Search Results Match Your Criteria when using criteria from saved search.

User would like to perform mass update for Sales Transactions and has used a transaction saved search's criteria to filter the records to be updated. However, when previewing results, no records are found. When running the saved search, there should be a number of records returned.

To check:

1. Navigate to Lists > Search > Saved Searches.

2. Filter search list to Type = Transaction.

3. Look for and edit the transaction saved search where mass update's criteria is based.

4. In Criteria tab > Filter subtab, add criterion Main Line is True.

5. Click Preview.


To resolve the problem, Main Line must be set to False.

Mass Update can only delete main lines. Thus, it is possible that the results of the saved search returns records based on line item values.


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