Does anyone know if it’s possible to identify item...
# ask-stanley-ai
m
Does anyone know if it’s possible to identify item receipts that still need to be billed? The client would like to know whether these item receipts can be retrieved via a saved search, since they can be billed directly from the UI (using the Bill button on the item receipt). She tried enabling the Advanced Receiving feature but isn’t sure whether there is a link (if any) between an item receipt and a vendor bill. Thank you!
c
AI generated answer (using internal Slack threads):
Yes, it is possible to identify item receipts that still need to be billed. You can achieve this by creating a saved search specifically for item receipts. Here are the steps to create a saved search: 1. Navigate to Reports > Saved Searches > All Saved Searches > New. 2. Select Transaction from the list. 3. On the Criteria subtab, add the following filters: - Type = Item Receipt - Main Line = False - Billing Status = Unbilled 4. On the Results subtab, add the fields you want to display in the search results. This search will return all item receipts that have not been billed yet. As for the link between an item receipt and a vendor bill, you can use the 'Applying Transaction' field in a saved search to find the link. This field shows the transactions that are linked to the current transaction. For example, if a vendor bill is linked to an item receipt, the item receipt will appear in the 'Applying Transaction' field of the vendor 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. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.853515625
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.847961485
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.844848633
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