I want to be able to report against a parent-level item but include all transactions that have any of the children items included. How can I achieve this? Is it possible to include values from a child item that is now inactive?

AI generated answer (using internal Slack threads):

****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ****** Yes, you can report against a parent-level item and include all transactions that have any of the children items included. You can achieve this by creating a parent item for reporting and linking both the active and inactive items to the parent. Then, you can base your reports on the parent item. This way, the sales history from the old inactive item will be included in the reports for the new item. As for viewing a list of child items from a parent item right in the parent item's record, you can usually find this in the Accounting tab or Matrix tab of the parent. If that doesn’t work, you can create a new search and set it as a sublist view, then attach it to the form/item. Set the criteria Matrix child item = true. In the Results tab, include internalid, and whatever info you want. Available filter = Sub-Item of. Then check 'make available as sublist view'. You can then attach it to the items on custom sublists. Regarding transactions posted to an inactive child subsidiary, the original transactions would still roll up to the consolidated parent. Making a subsidiary inactive removes it from lists to select, but it would still be on the subsidiary and it would still roll up to the parent.