saved search formula to sum quantity on hand during specific period for all items

AI generated answer (using internal Slack threads):

To create a saved search formula to sum the quantity on hand during a specific period for all items, you can create a Transaction Saved Search. Here's a step-by-step guide: 1. Navigate to Reports > Saved Searches > All Saved Searches > New. 2. Select Transaction from the list. 3. In the Criteria subtab, add 'Posting' = True. This ensures that only posted transactions are included in the search. 4. Add a Formula (Numeric) field. For the formula, enter:

case when {account.number} = '(insert your item asset account)' then 1 else 0 end

. Replace '(insert your item asset account)' with the account number of your item asset account. 5. Add 'Date' to your Available Filters. This allows you to specify the period for which you want to sum the quantity on hand. 6. In the Results subtab, add 'Item' (Group) and 'Quantity' (Sum). This groups the results by item and sums the quantity for each item. This will give you the on hand running balance for items at all locations during the specified period. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******