Need to do a saved search on Invoice as to get the...
# ask-stanley-ai
m
Need to do a saved search on Invoice as to get the exact same information and line quantity as it is displayed on view mode of the Invoice
c
AI generated answer (using internal Slack threads):
To create a saved search on Invoice to get the exact same information and line quantity as it is displayed on view mode of the Invoice, you can follow these steps: 1. Navigate to Reports > Saved Searches > All Saved Searches > New. 2. Select Transaction from the list. 3. In the Criteria subtab, add the following filters: - Type = Invoice - Main Line is true 4. In the Results subtab, add the fields you want to display. For example, you might want to include: - Customer Name - Order Number - Created Date - SubTotal - Tax Total - Total - Invoice Number 5. If you want to include information about the sales order that the invoice was created from, you can add the following criteria: - Created from …type = sales order 6. To display the invoice details even if the invoice is not created, you can use the "Billing Transaction" as a result column. You can also use it to join through “Billing Transaction Fields...” if not use applying transaction. 7. Save the search. Please note that if you are seeing double the actual Sum for Inventory Items, it might be due to some criteria or summary options in your saved search. You can try un-grouping and un-summing your search, run it, and look at the actual search detail being returned to identify any duplications. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.841908038
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.839166582
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.833473623
Please provide your feedback on this answer.