Adam Weaver
11/20/2024, 11:39 AMCeligo AI
11/20/2024, 11:39 AMAI generated answer (using internal Slack threads):To create a saved search that will notify through email and have GL impact in the body and assembly# along with WO#, you can follow these steps: 1. Navigate to Reports > Saved Searches > All Saved Searches > New. 2. Select the record type you want to search. In this case, it would be 'Transaction'. 3. Define your criteria. For example, you might want to include 'Type' is 'Work Order', 'Status' is 'Work Order:Released', 'Main Line' is 'F', etc. 4. In the 'Results' subtab, add the fields you want to display in the search results. For example, you might want to include 'Name', 'Assembly Item', 'Work Order #', 'GL Impact', etc. 5. In the 'Email' subtab, check 'Send Emails According To Schedule' and define your schedule. 6. In the 'Email Options' section, check 'Include Results in Email Body' and select 'HTML'. 7. Save the search. Please note that the GL Impact field might not be directly available in the saved search. You might need to use a formula field to calculate it based on the debit and credit amounts of the GL lines associated with the work order. ****** 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
11/20/2024, 11:40 AMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.835246205
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.834658682
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.833456
Celigo AI
11/20/2024, 11:40 AM