Thursday, December 6, 2018

Saved Search That Counts the Line Items on Transactions

1.  Navigate to Transactions Management Saved Searches New.
2.  Click the Transactions link.
3.  Under the Criteria tab > Standard subtab, Add the following Filters:

  • Type is Sales Order (or any other transaction)
  • Date is <set the Date range>
  • Account is Sales 
4.  Under the Results tab > Column subtab, Add the following Fields:
  • Document Number | Summary Type = Group
  • Line ID | Summary Type = Count
5.  Provide a Search Title.
6.  Click Save & Run.
 

Example: Sales Order 1 has 4 line items

   Item A - 5 Quantities
   Item B - 3 Quantities
   Item C - 4 Quantities
   Item D - 1 Quantity

Actual Result: 

 

Document Number             Count of Line ID

Sales Order 1               4

No comments:

Post a Comment