Tuesday, October 30, 2018

Vendor Bills Saved Search on a Specific Date Range

This transaction saved search would help determine Active Suppliers (Vendors). Below is the procedure on how to create the Transaction Saved Search:

1. Navigate to Reports > New Search.
2. Click on Transaction link.
3. Click on Create Saved Search button.
4. In the Saved Transaction Search screen, navigate to Criteria tab > Standard subtab.
5. Add this filter field, Date = is within last fiscal year (for example)
6. Navigate to Results tab.
7. Set Sort By = Name
8. Navigate to Results tab > Columns subtab.
9. Set the following column fields' Summary Type.:
---Name = Group Summary Type
---Amount = Sum Summary Type
10. Rename the Search Title and click Save & Run.

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