Sunday, July 7, 2019

Create an Item Fulfillment Saved Search to Display the Cost of Goods Sold (COGS) Account and Amount

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

2. Click Transaction.

3. Under Criteria tab > Standard sub tab, add the following filters:


Type = Item Fulfillment

Account Type = any of Cost of Goods Sold

Posting = True (Yes)


4. Go to Results tab > Columns sub tab and add the following fields:









5. Set a Search Title.

6. Hit Save & Run and check the results.

Note: This is applicable to users who assign COGS type account on their Item records (Item > Accounting > COGS Account). If users assign a non-COGS account, they need to remove the Account Type filter.

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