Sunday, May 12, 2019

Saved Transaction search for Last Cash Sale or Invoice per item with columns for Item name, Last Sale Date, Transaction Type, Amount, Quantity Sold, Transaction Number

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

2. Under the Criteria tab add:

Transaction Fields: Type: Cash Sale and Invoice.

3. Under the Results tab add:

Name : Summary Type- Group

Transaction Fields : Amount : Summary Type- Maximum

Transaction Fields : Type : Summary Type- Maximum

Transaction Fields : Date: Summary Type- Maximum

Transaction Fields : Document Number: Summary Type- Maximum

Transaction Fields : Quantity: Summary Type- Maximum.

4. Click Save & Run.

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