Saved search to Show the Projects in the Item Line of Transactions

Saved Search that will display Projects from line items of the Sales transactions.

Whenever Consolidate Projects on Sales Transactions = True, Projects can be associated to each line item in sales transactions.

1. Navigate to Lists > Search > Saved Searches > New
2. Click Transaction
3. Search Title: Enter Title
4. Click Criteria
5. Click Standard
6. Filter:
7. Note: For every field required field use the drop-down menu to select it and once adjusted click Add if needed.
8. Example:

• Select Type

1. Type: Select Invoice
2. Click Set
3. Click Results
4. Click Columns
5. Field:
6. Note: For every field required field use the drop-down menu to select it and once adjusted click Add if needed.

• Select Project Fields…

1. Project Fields: Select Name
2. Click OK
3. Click Save or Save & Run