Saturday, October 27, 2018

Create a Saved Search to Display Accounts with Eliminate Intercompany Transactions=True

1. Navigate to Lists > Search > Saved Searches > New > Account.

2. On the Criteria tab > Standard subtab, set the following filters:

System Notes: Field = Eliminate

System Notes: New Value = T

3. Rename the Custom Account Search.

4. Click Save / Save & Run.


Note:  The search will only return those accounts that were edited and marked the Eliminate Intercompany Transactions box. It will not return accounts where it is a newly created account and before saving the Eliminate Intercompany Transactions box were already marked.

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