replicate Open Purchase Orders report as saved search

AI generated answer (using internal Slack threads):

To replicate the Open Purchase Orders report as a saved search, you can follow these steps: 1. Navigate to

Reports > New Search

. 2. Select

Transaction

as the search type. 3. In the

Criteria

tab, add a filter for

Type

and set it to

Purchase Order

. 4. You can add additional filters as needed, such as

Status

to only include open purchase orders. 5. In the

Results

tab, add the fields you want to display in your report. For a basic report, you might include fields like

Document Number

,

Name

,

Amount

,

Status

, etc. 6. Save and run your search. For the date filter, you can use a formula to calculate relative dates. For example, to get the sum of the amount for 'yesterday' relative to the date set in the filter, you can use a formula like this:

code
CASE WHEN {trandate} = {today} - 1 THEN {amount} ELSE 0 END

This formula checks if the transaction date is 'yesterday' (i.e., today's date minus one day), and if so, it returns the transaction amount. Otherwise, it returns zero. You can adjust the formula as needed to calculate other relative dates. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******