Sharon Brown
04/25/2025, 2:29 PMCeligo AI
04/25/2025, 2:29 PMAI 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. ****** To create a saved search showing the balance for each subsidiary of a vendor, you can use the vendor-subsidiary relationship saved search type. This will allow you to view the balance fields for each subsidiary, not just the primary supplier. If you want to separate a vendor number and a vendor name in a saved search, you can do so by adding both fields to the results set. If you're starting with a transaction search (like vendor bills), you can scroll down to the related records (those with 3 dots at the end) and select the name and ID / number fields you want from the vendor record. Regarding the issue of a saved search on account including subsidiary giving one row per account/subsidiary but a saved search on department giving one row per department with all the subsidiaries in one field, it seems that the subsidiary record is not joined in department or account searches. However, using a query join might solve this issue.
Celigo AI
04/25/2025, 2:30 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.844423711
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.832910597
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.828931332
Celigo AI
04/25/2025, 2:30 PM