mescalante
04/01/2026, 11:12 PMCeligo AI
04/01/2026, 11:13 PMAI generated answer (using internal Slack threads):To create an item saved search that shows average cost, last purchase price, and purchase price in base unit, follow these steps: 1. Navigate to Reports > Saved Searches > All Saved Searches > New. 2. Select Item from the list. 3. Define your criteria as needed. 4. In the Results subtab, add the following fields: - Average Cost: This field shows the average cost of the item. - Last Purchase Price: To get this, you need to use a formula. Set the Summary Type to Maximum, the field to 'Date' and the formula to
{transaction.date}. This will give you the date of the last purchase. Then, add another field with the Summary Type set to 'Group', the field set to 'Amount' and the formula to {transaction.amount}. This will give you the amount of the last purchase.
- Purchase Price (Base Unit): This field shows the purchase price in the base unit of the item. You can find this field under the 'Purchasing/Inventory' section when you add a new field in the Results subtab.
Remember to set the correct join fields if you are pulling data from related records. For example, if you are pulling transaction data, you might need to set the join field to 'Transaction'.
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Disclaimer:
This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes.
******Celigo AI
04/01/2026, 11:13 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.841125607
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.830017209
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.829712033
Celigo AI
04/01/2026, 11:13 PM