YASSER
10/01/2024, 12:31 PMCeligo AI
10/01/2024, 12:31 PMAI 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.
******Celigo AI
10/01/2024, 12:32 PMSlack 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
Celigo AI
10/01/2024, 12:32 PM