how do i create a saved search that shows the Bill information including the line level info and shows corresponding bill payment

AI generated answer (using internal Slack threads):

To create a saved search that shows the Bill information including the line level info and shows corresponding bill payment, you would need to create a search from the Vendor Bill as opposed to the Bill Payment and then link to the applying transaction of the Bill Payment. The item info is a separate sublist on the record and the bill payment is only "applied" to the header information (AP account), so you run into the multiple join limitation. Here are the steps: 1. Go to Reports > Saved Searches > All Saved Searches > New. 2. Select Transaction as the type of search. 3. On the Criteria subtab, set the following filters: - Type = Purchase Bill - Main Line = F (to get line level information) 4. On the Results subtab, add the fields you need. For example, you might want to include: - Name (Vendor) - Document Number - Item - Amount - Applying Transaction (this is the Bill Payment) 5. Save the search. Please note that the Bill Payment info will be on Line 0 which you can exclude from your other columns. If you need to show the bill payments at the transaction line level and not at the main level, you can use an SQL statement in the formula field like this:

MAX /* comment */ ({payingtransaction})  OVER(ORDER BY {internalid} ROWS BETWEEN UNBOUNDED PRECEDING AND CURRENT ROW)

. This will show the bill payment for all line sequence numbers greater than 0. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******

this doesn't show anything

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i figured it out, you have to set the main line to both b/c the bill payment doc # is tied to the header but the bill detail is on the line