How can I exclude expense lines from a purchase or...
# ask-stanley-ai
j
How can I exclude expense lines from a purchase order saved search and only include item lines?
c
AI generated answer (using internal Slack threads):
To exclude expense lines from a purchase order saved search and only include item lines, you can use the 'Main Line' and 'Item' filters in your saved search criteria. Here's how you can do it: 1. Go to your saved search and click on 'Edit'. 2. In the 'Criteria' tab, go to 'Filter'. 3. Add a new filter, select 'Main Line' from the dropdown, set the condition to 'is', and the value to 'F' (which stands for False). This will exclude the main line, which includes the total amount of the transaction. 4. Add another filter, select 'Item' from the dropdown, set the condition to 'none of', and in the value field, select all the expense categories. This will exclude all the expense lines from the search. Please note that the 'Item' filter will only appear if you have 'Line' selected in the 'Summary Type' dropdown in the 'Results' tab. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.844945073
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.833335638
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.830026388
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