Monday, November 12, 2018

Show Incoming Messages from Purchase Orders on Transaction Saved Searches

1. Navigate to Lists > Search > Saved Searches > select Transaction type search.
2. Navigate to the Criteria tab > Standard subtab and include the following criteria:

  • Type = Purchase Order
  • Main Line = is true
  • Messages Fields ... : Message = is not empty

3. Navigate to the Results tab > Columns subtab and include the following fields:

  • Date (of the transaction)
  • Name
  • Number
  • Messages Fields ... : Author
  • Messages Fields ... : Date
  • Messages Fields ... : Subject

*Note: Added the Name field to pull out the Vendor name to make the search result more descriptive and to easily associate the message with the vendor.

4. Navigate to the Available Filters tab:

  • Messages Fields ... : Is Incoming
  • Mark Show in Footer checkbox

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