Any recommendations on a formula to get transactio...
# general
b
Any recommendations on a formula to get transactions where Posting date = Yesterday? I'm trying to get a little more exact than just Date Created=Yesterday.
d
On the Criteria tab of the search select formula numeric then use a formula that looks like this. CASE WHEN TRUNC({postingdate}) = (TRUNC({today}) -1) THEN 1 ELSE 0 END Set the = value = 1 in the criteria.
g
Should just be able to select "Date" as criteria and set it to "Yesterday"
b
David, I'm not getting {postingdate} as a valid field ID. Does that work for you?
g
try {trandate}
b
in my account trandate is looking too accurate for prior day activity because it is often the end of the period, particularly for things like JEs
d
{trandate}, i created the formula from memory and agree with @Gregory Jones
@Bill Gaertner yesterday is easier and will float by the way, @Gregory Jones is spot on.
b
This is probably my own problem to deal with because sometimes our trandate gets edited from "today" for a few reasons, I was hoping for some specific posting date.
I might use the above formula with trandate for some transactions, and a different option for other like JEs where it doesn't seem to be accurate for displaying yesterdays activity
Thanks for the help, guys
g
you could look at the system notes and look for an old value of yesterday (probably need a formula) for the date field
@Bill Gaertner CASE WHEN {systemnotes.type} = 'Change' AND {systemnotes.field} = 'Date' AND {systemnotes.oldvalue} = TRUNC({today})-1 THEN 1 ELSE 0 END
You can use expressions, and then add an OR between the above and the date method I mentioned before. Worked for my tests just now.
b
Thanks @Gregory Jones