Rob
11/15/2024, 1:12 PMCeligo AI
11/15/2024, 1:12 PMAI generated answer (using internal Slack threads):To create a saved search for sales orders with the status billed, main line true, and a specific state on a workflow, follow these steps: 1. Navigate to Reports > Saved Searches > All Saved Searches > New. 2. Select Transaction from the list. 3. In the Criteria subtab, set the following filters: - Type is Sales Order - Main Line is true - Status is Sales Order:Billed - For the specific state on a workflow, you can use the filter 'Workflow Step'. You will need to know the internal ID of the workflow state. If you don't know it, you can find it by navigating to Customization > Workflow > Workflows. Edit the workflow and go to the States subtab. The internal ID will be in the URL when you click on the state. 4. In the Results subtab, select the columns you want to display in your search results. 5. Click Save & Run to view your search results. Remember, the 'Main Line' filter is used to return only the main line of the transaction, which represents the transaction total. If you remove this filter, the search will return each line item of the sales order separately. ****** 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
11/15/2024, 1:13 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.854404271
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.842488
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.841823459
Celigo AI
11/15/2024, 1:13 PM