Saved search to show System Notes changes in Sales and Purchase description of an item record.

Saved Search to show System Notes changes in Sales and Purchase Description in the item record.

Saved Search for the changes made in Sales Description

1. Navigate to Lists > Search > Saved Searches > New > Item.

2. Under Criteria tab > Standard subtab > Filter column, enter the following:

Filter	Description	Formula
Type	is [choose an Item Type]
Line System Notes : Type	is Change
Line System Notes : Field	is Sales Description

 

3. Under Results tab > Columns subtab > Field column, enter the following:

Name
System Notes Field…Old Value
System Notes Field…New Value
Line System Notes : Field
Line System Notes : Date

                                                                                               

4. Enter a Search Title and hit Save and Run.
5. Export the Saved Search via CSV

Saved Search for the changes made in Purchase Description

1. Navigate to Lists > Search > Saved Searches > New > Item.

2.  Under Criteria tab > Standard subtab > Filter column, enter the following:

Filter	Description	Formula
Type	is [choose an Item Type]
Line System Notes : Type	is Change
Line System Notes : Field	is Purchase Description

3. Under Results tab > Columns subtab > Field column, enter the following:

Name
System Notes Field…Old Value
System Notes Field…New Value
Line System Notes : Field
Line System Notes : Date

 

4. Enter a Search Title and hit Save and Run.

5. Export the Saved Search via CSV.

Note: If the user wants to revert the changes made to Sales and Purchase Description of an item record they can use the Old Value shown in System Notes and update the item record via CSV Import. For more details about CSV Import. For a more detailed documentation on the CSV Import process in the system; refer to the topic: CSV Imports Overview.