vendor saved search to show bank details

AI generated answer (using internal Slack threads):

To show vendor bank details in a saved search, you might need to use a combination of methods. Here are some suggestions based on the conversations: 1. Using Analytics Dataset: Bank details are a sublist from the vendor record, so you might need to pull them to the vendor record first. Analytics can potentially do this, but note that it can be one-to-many, so you should settle on some criteria, like only primary or whatever setup you have. 2. Creating a Source Field Dynamically: You can create a source field dynamically on the supplier file which will show the bank details. Then, you can use a workflow which copies the field not stored to a stored field. 3. Starting Search from ACH Record: If you're trying to pull the bank name located in vendor > Financial > Ach in a vendor saved search, you might need to start your search from the ACH record and then find the parent vendor. However, this might require the "electronic bank payments" bundle to be installed. 4. Using Transactions Saved Search: If you're trying to pull all the associated bill transactions for a vendor, you can try using a transactions saved search and add the vendor(s) in the criteria. Please note that these methods might not be directly applicable depending on your specific setup and requirements. You might need to customize these methods or combine them to achieve your desired result. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******