dmaguire
12/31/2024, 9:40 PMCeligo AI
12/31/2024, 9:40 PMAI generated answer (using internal Slack threads):To create a saved search of Vendor Return Authorization (VRMA) with the Purchase Order (PO) and the Item Fulfillment (IF) record the VRMA was created from, you can follow these steps: 1. Navigate to Reports > Saved Searches > All Saved Searches > New. 2. Select Transaction from the list. 3. On the Criteria subtab, set the following filters: - Type is Vendor Return Authorization - Main Line is True (to exclude line-level information and only show one result per VRMA) 4. On the Results subtab, define the columns that you want to display in your search results. You should include at least: - Name (or Document Number) - Created From (this will show the PO that the VRMA was created from) 5. To include the IF record, you'll need to use a formula field because the IF is not directly linked to the VRMA. Click on 'Formula (Text)' and use this formula:
{createdfrom.fulfillingtransaction}
. This will pull in the IF record that fulfilled the PO that the VRMA was created from.
6. Name your search and save it.
Please note that this search will only show Vendors Return Authorizations that were created from a PO that has been fulfilled. If the PO has not been fulfilled, or if the VRMA was not created from a PO, those Vendors Return Authorizations will not appear in this search.
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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
12/31/2024, 9:40 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.819163442
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.81006819
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.801194608
Celigo AI
12/31/2024, 9:40 PM