how to create a saved search that returns all purchase order information and in the results i want to display an extra field that displays bill payment document number if the purchase order is billed

AI generated answer (using internal Slack threads):

To create a saved search that returns all purchase order information and displays an extra field that shows the bill payment document number if the purchase order is billed, you can follow these steps: 1. Navigate to

Reports > New Search > Transaction

. 2. Set the

Type

to

Purchase Order

. 3. In the

Criteria

tab, add the following: -

Main Line

is

True

(This will return only the main line of the purchase order, not the item lines) -

Billing Transaction : Main Line

is

True

(This will return only the main line of the billing transaction, not the item lines) 4. In the

Results

tab, add the fields you want to display. For example,

Document Number

,

Name

,

Amount

,

Status

, etc. 5. To display the bill payment document number, add a new field in the

Results

tab: - Field:

Billing Transaction : Document Number

- Summary Type:

Group

6. Save and run the search. This will return all purchase orders and, if they are billed, it will display the bill payment document number in the results. Please note that this approach will only work if the bill is directly linked to the purchase order. If the bill is not directly linked to the purchase order, you may need to use a different approach, such as creating a formula field that checks the

Created From

field of the bill. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******