Preferred Vendor and Vendor Code in Saved Search

Scenario

When the feature Multiple Vendors = T and there are multiple vendors linked on the item record, displaying the Vendor Code on the Item Saved Search will create multiple Lines.

Solution

To limit the search results to show Vendor Code of the Preferred Vendor

1. Navigate to Reports > Saved Searches > All Saved Searches > New
2. Select Item
3. Search Title : Enter Title

1. Click Criteria
2. Click Satndard

Filters:

• Select Type
  1. Type: Select the type of Inventory you want to include in your search
  1. Click Set
• Select Inactive
  1. Inactive: Select No
  2. Click Set
• Select Preferred Vendor
  1. Preferred Vendor : Choose none of then select -None-
  1. Click Set
• Select Formula (Text)
  1. Formula: Enter CASE WHEN {‌vendor}={‌othervendor} THEN {‌vendorcode} ELSE NULL END
  2. Formula (Text) : Select is not empty
  1. Click Set

• Click Results
• Click Columns

Fields:

• Select Name
• Select Display Name
• Select Last Purchase Price
• Select Vendor Code
• Select Preferred Vendor

• Click Save & Run