Friday, June 21, 2019

Allow the Option to Present Multiple Tracking Numbers in a Single Line for Cash Sale and Invoice Transaction Search

Below are the sample steps that the user may take:

1. Navigate to Reports > Saved Searches > All Saved Searches > New
2. Click on Transactions link
3. Set the following Criteria Tab > Standard Subtab:

Filter
Description
Formula
Typeis any of Cash Sale, Invoice 
Main Lineis false 
Tax Lineis false 
Shipping Lineis false 
Dateis within 1/1/2013 and 12/31/2013 

4. Set the following Results Tab > Column Subtab:

 Summary TypeFunctionFormulaWhen Ordered By FieldCustom LabelSummary Label
Field
*      
DateGroup     
Period      
Tax Period      
Type      
NumberGroup     
Name      
Account      
Memo      
AmountSum     
Tracking Numbers      
Formula (Text)Maximum REPLACE(NS_CONCAT({trackingnumbers}), ',', '<br>')  Tracking Numbers


5. Enter Search Title
6. Click Save and Run

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