Tuesday, September 18, 2018

Create Saved Search Listing Transactions Created, Edited or Inserted in Current Period but Posted in Previous Periods.

To list transactions created, edited or inserted in current period for posting in previous periods, perform the following:

Navigate to Reports > New Search > Transactions
Click Create Saved Search
On Criteria tab and Standard subtab, set the following:     

System Notes field… > Date: set the date.
Formula (Text):Formula = {systemnotes.type}
Set: Change
Date: set the date
Type:none of Sales Order, Purchase Order, Return Authorizations, Work Orders, Transfer Orders, Journal.
Main Line: Yes
On Results tab and Columns subtab, set the following:
 
1.      Date
2.      Type
3.      Document Number
4.      System Notes field: Date
5.      System Notes field: Set by
6.      System Notes field: Field

 

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