Need a list of Item Receipts from a Specific Vendor for a specific month.
1. Navigate to Reports > Saved Searches > All Saved Searches > New.
2. Select Transaction from the list.
3. In Criteria > Standard > Filter:
a. Select Type = Item Receipt
b. Select Created From Fields… from the dropdown and in the popup select Type. In the new popup box, choose Purchase Order
c. Main Line=False
d. Select Quantity from the dropdown and in the popup, select greater than and enter 0 in the Value field
e. Select Item Fields… from the dropdown and in the popup select Type. In the new popup, choose Assmebly/Bill of Materials and Inventory Item
4. In Results > Columns > Field:
a. Click on Remove All button
b. Add Number, Item, Quantity, Date and Amount
c. Add Vendor Fields… and in the popup choose Name/ID
d. Add other fields as necessary
5. In Available Filters:
a. Add Date
b. Add Vendor Fields… and in the popup choose Name/ID.
6. Click Save & Run.