Thursday, January 3, 2019

Display in a Sales Order Transaction Search Vendor # Found on the Related Purchase Order

1. Navigate to Reports > Saved Searches > All Saved Searches > New

2. Select Transaction as search type

3. Assign a name on the Search Title field

4. On the Criteria tab> Standard sub tab > Filter column, add Type is any of Sales Order.

5. On the Results tab > Column subtab > add Formula (Text) with Formula = {purchaseorder.otherrefnum}

6. Click Save & Run

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