i want to create formula for item opening balance ...
# ask-stanley-ai
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i want to create formula for item opening balance quantity using saved search
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AI generated answer (using internal Slack threads):
To create a formula for item opening balance quantity using a saved search, you can create a Transaction Saved Search. Here are the steps: 1. In the Criteria, add 'Posting' = True. 2. Add a Formula (Numeric) field. For the formula, enter:
case when {account.number} = '(insert your item asset account)' then 1 else 0 end
. 3. Add 'Date' to your Available Filters. 4. In the Results, add 'Item' (Group) and 'Quantity' (Sum). This will show the on-hand running balance for items at all locations. Please note that this formula might need to be adjusted based on your specific needs, such as accommodating for different locations and transaction types. ****** 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: 0.880181432
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.845010757
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.841804743
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