Matteo Balduccio
10/15/2024, 3:51 PMCeligo AI
10/15/2024, 3:52 PMAI generated answer (using internal Slack threads):To get a saved search with the bill transactions that are related to more than one purchase order (PO), you can follow these steps: 1. Create a new saved search for transaction type = Bill. 2. In the criteria, add a new filter for "Main Line" = True. This will ensure that you are only looking at the main line of the bill and not each individual line item. 3. Add another filter for "Created From" and set it to "is not empty". This will ensure that the bill was created from a PO. 4. In the results, add the fields you need. For example, you might want to include "Document Number", "Amount", "Created From", etc. 5. To only show bills that are related to more than one PO, you will need to use a formula. In the criteria, add a new filter for "Formula (Numeric)" and use a formula like this:
COUNT({createdfrom}) > 1
. This will count the number of POs that each bill is related to and only include the bills that are related to more than one PO.
Please note that this will only work if the bill was created directly from the PO. If the bill was created separately and then linked to the PO, it will not be included in this search.
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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
10/15/2024, 3:52 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.867886245
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.839300811
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.837882936
Celigo AI
10/15/2024, 3:52 PM