Thursday, May 9, 2019

Simple transaction saved search for back dated inventory affecting transactions

COGS recalculation can be triggered when inventory affecting transactions are back dated. Here is a simple search that can be configured to list the specific transactions that are back dated:


- Lists > Search > Saved Searches > New > Transactions


- Under Criteria tab

--- Date = is not before today

--- Dated Created = is within today


- Under Results tab

--- Date

--- Dated Created

--- Type

--- Number


- Change Search Title and click Save & Run

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