Is it possible to get a transaction saved search to somehow give you the output similar to a report where it shows you as at a particular month? i.e. If I'm looking at inventory in transit, with a report I can add the end of as at a particular month and see the total whilst on a saved search, currently, it would give me the balance as of today?

use GL account as the main driver?

from TO

I think you just need to add the transaction date filter (Available Filters).

hmm don't think that works unfortunately as it would show open as at now rather than as at prior month...

Ahhh I thought you just wanted the in transit amount and not status You can probably build a case statement that says if the net in transit amount per TO is 0 then show as fulfilled/received, and if not 0 then show open while applying the transaction date filter.

thanks @Luis I've managed to restrict it to not show any that are 0 using summary search function.. my problem is still the same though - i.e. 07/31/23 - I have a TO open, I run my search on 08/02/23, this is happy path as its correct and appears on the search... let's say now 07/31/23 - I have TO open, 08/01/23 - the transaction is completed, I again run my search on 08/02/23 - this time it wouldn't appear as now it is zero.. generally with a report, regardless of when I run, it will show what was outstanding as of July month even if I run it a few days later whilst with the search, it wouldn't appear a few days later and will show what is open currently? hope I've explained it well enough...

That's the standard behavior of saved searches. It shows you the status as of the time you run it. That's why my workaround solution is to use case statement. If the amount is 0, show received. If not, show open.

This should work if you're just after the status of the TO as of a date, use the system notes join of the saved search. • Criteria: ◦ system notes : field any of Document Status, Record ◦ system notes : date, on or before, end of last month • formula (date) ◦ Formula:

CASE WHEN {systemnotes.field} = 'Document Status' THEN {systemnotes.newvalue} ELSE 'Pending Fulfillment' END

◦ Summary type: MAX ◦ When ordered by: "system notes : date" • available filter for 'system notes : date' (alias something like "as of date")