Monday, March 18, 2019

No search results show in an item saved search where the filter Inventory Location is set to a new location created

Item Saved Search with criteria : Inventory Location = newly created location will only pull up for:
1. Newly created item records with subsidiary = same subsidiary as the location or subsidiary = root subsidiary + include children.
2. Edited item records with with subsidiary = same subsidiary as the location or subsidiary = root subsidiary + include children.
3. User created transactions against an item using location = newly created location


If user needs to see all inventory item records in the above item search with subsidiary = same subsidiary as the location or subsidiary = root subsidiary + include children:

1. Navigate to Home > Set Preferences > General tab > Show Internal IDs = True > Save
2. Navigate to Lists > Accounting > Items > Type = Inventory Items
3. Export the list via Export - CSV
4. Removed all the columns except Internal ID
5. Saved the CSV file
6. Navigate to Setup > Import/Export > Import CSV Records
        Import Type = Items
        Record Type = Inventory Item
7. Choose the CSV file
8. Next
9. Data Handling = Update
10. Import Assistant
            Internal ID <> Internal ID
11. Next
12. Run

Notes: User will have to import per item type if user wants to see item types other than Inventory Items.

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