Slackbot
03/21/2025, 7:40 PMCeligo AI
03/21/2025, 7:41 PMAI generated answer (using internal Slack threads):To pull in the Rate of an item on a report builder, you can use a Saved Search. Here are the steps: 1. Navigate to Reports > New Search. 2. Select the record type you want to search. In this case, it would be 'Transaction'. 3. On the Criteria subtab, you can set your filters. For example, you might want to filter by 'Item' and 'Transaction Type'. 4. On the Results subtab, you can define what information you want to display in your search results. Here, you would add 'Item' and 'Rate'. The 'Rate' field will display the rate of the item on the transaction. 5. You can also add a 'Summary Type' to the 'Rate' field. If you want to display the most recent rate, you could use 'Max' as the summary type and sort by 'Date' in descending order. 6. Save and run your search. Please note that the 'Rate' field on a transaction record represents the rate of the item on that specific transaction. If you want to compare this rate to the rate on a different transaction (like a Purchase Order), you would need to join to that transaction using the 'Applied To Transaction' field. ****** 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
03/21/2025, 7:41 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.800535142
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.795165479
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.794330478
Celigo AI
03/21/2025, 7:41 PM