AK47
11/06/2024, 5:58 PMCeligo AI
11/06/2024, 5:58 PMAI generated answer (using internal Slack threads):To create a saved search that displays kits and each member of the kit as a separate column, you can follow these steps: 1. Navigate to Reports > Saved Searches > All Saved Searches > New. 2. Select the type of record for your search. In this case, you would select 'Item'. 3. In the Criteria subtab, you can set up filters for your search. You might want to add a filter for 'Type' and set it to 'Kit/Package'. 4. In the Results subtab, you can define the columns that will be displayed in your search results. You would want to add columns for 'Name', 'Member Item', and 'Member Quantity'. 5. Do not use summaries so you can see all the data you are working with. 6. Save and run your search. This will give you a list of all kit items and their member items, each displayed in a separate column. If you want to display all items on sales orders where Kit/Packages are split into their Member Items, but Assemblies aren’t affected, you can use a formula in your results. For example, you could use a formula like this:
CASE WHEN {itemtype} = 'Kit' THEN {item.memberitem} ELSE {item} END
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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
11/06/2024, 5:59 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.872730672
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.848618507
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.836990893
Celigo AI
11/06/2024, 5:59 PM