Wednesday, December 12, 2018

Transaction Search that displays the Quarter & Year where the Date Created of Invoice transaction falls

To create the saved search, perform the following steps:

1. Navigate to List > Search > Saved Searches > New.

2. Select Transaction.

3. Provide a Search Title.

4. In the Criteria tab > Standard subtab, add the filters as needed, for example,

Type is Invoice

Main Line is true

5. On the Results tab > Columns subtab, set the following:

 

Field

Summary Type

Formula

Custom Label

Name

 

 

 

Number

 

 

 

Date Created

 

 

 

Formula (Text)

 

CONCAT ((CASE WHEN TO_CHAR ({datecreated},'MM') in ('01','02','03') THEN 'Q1' WHEN TO_CHAR ({datecreated},'MM') in ('04','05','06') THEN 'Q2' WHEN TO_CHAR ({datecreated},'MM') in ('07','08','09') THEN 'Q3' WHEN TO_CHAR ({datecreated},'MM') in ('10','11','12') THEN 'Q4' END),-(TO_CHAR ({datecreated},'YYYY')))

Quarter_Year

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