Sarah
01/20/2025, 6:52 PMCeligo AI
01/20/2025, 6:52 PMAI generated answer (using internal Slack threads):To create a saved search for inventory usage, you can follow these steps: 1. Navigate to Reports > Saved Searches > All Saved Searches > New. 2. Select the type of search you want to create. In this case, you would select 'Transaction'. 3. In the Criteria subtab, set the following filters: - Type = Inventory Issue - Posting = True - Account Type = Current Asset or Other Current Asset (whichever your inventory asset accounts are assigned to) 4. In the Results subtab, you can select the fields you want to display in your search results. For example, you might want to include 'Item', 'Quantity', 'Location', 'Date', etc. 5. Save your search. For items that have not sold in a certain period, you can create a saved search with 'Item' as the record type and use a formula to count the number of sales transactions in the specified period. If the count is zero, then the item has not been sold in that period. You can also add criteria to check for items with no inventory in any location. Remember to adjust the criteria and results to fit your specific needs. ****** 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
01/20/2025, 6:52 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.871336222
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.867298543
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.867047608
Celigo AI
01/20/2025, 6:52 PM