Hi all! Is it possible to create a saved search fo...
# general
m
Hi all! Is it possible to create a saved search for journal entries that were modified after they were approved?
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🙌 1
m
normally yes with the systems notes on the transaction But why not return to pending approval if someone modifies a JE
y
I don't think you can get it. You can only get results either approved JE or both( pending approval & approved)
m
Not agree with Kumar You can do a saved search like criteria type= Journal Entry and in result : Transaction Name and formula numeric like this : CASE WHEN {linesystemnotes.newvalue} IS NOT NULL AND TO_DATE(TO_CHAR({linesystemnotes.date}, 'DD/MM/YYYY HH:MI AM'), 'DD/MM/YYYY HH:MI AM') > TO_DATE(MIN (CASE WHEN {systemnotes.oldvalue} = 'Pending Approval' AND {systemnotes.newvalue} = 'Approved for Posting' THEN TO_CHAR({systemnotes.date}, 'DD/MM/YYYY HH:MI AM') END) OVER(PARTITION BY {internalid} ORDER BY {line} DESC), 'DD/MM/YYYY HH:MI AM') THEN 1 WHEN TO_DATE(TO_CHAR({systemnotes.date}, 'DD/MM/YYYY HH:MI AM'), 'DD/MM/YYYY HH:MI AM') > TO_DATE(MIN (CASE WHEN {systemnotes.oldvalue} = 'Pending Approval' AND {systemnotes.newvalue} = 'Approved for Posting' THEN TO_CHAR({systemnotes.date}, 'DD/MM/YYYY HH:MI AM') END) OVER(PARTITION BY {internalid} ORDER BY {line} DESC), 'DD/MM/YYYY HH:MI AM') THEN 1 ELSE NULL END
The objective of this formula is to check if the date from the system notes
{systemnotes.date}
or `{linesystemenotes.date}`is later than the date on which a record changed from 'Pending Approval' to 'Approved for Posting'. If this condition is true, the formula returns 1; otherwise, it returns NULL.
Export the list to excel and filter on the formula column on the value 1 then you will have all journal entries that were modified after they were approved
y
Great