I need to create a saved search that looks at bills and can see the linked Item receipt for each line item

AI generated answer (using internal Slack threads):

****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ****** To create a saved search that looks at bills and can see the linked Item receipt for each line item, you can follow these steps: 1. Navigate to

Reports > New Search

. 2. Select

Transaction

as the record type. 3. In the

Criteria

tab, add the following filters: -

Type

is

Purchase Order

-

Main Line

is

False

(to look at the line level) 4. In the

Results

tab, add the fields you want to display. For example, you might want to include

Item

,

Quantity

,

Amount

,

Applying Transaction

,

Applying Transaction : Type

,

Applying Transaction : Document Number

,

Applying Transaction : Amount

, etc. The

Applying Transaction

fields will show the linked Item Receipts. Remember to adjust the search criteria and results to fit your specific needs. This is just a basic example and might need to be refined based on your exact requirements. Also, note that if a bill has multiple line items linked to the same Item Receipt, the Item Receipt will appear multiple times in the search results, once for each line item. If you want to see each Item Receipt only once, you might need to create a summary saved search and group by the Item Receipt.