Transaction Saved Search to Display List of Transactions with a Specific Number of Lines

To create a saved search to show a list of transactions, for example Purchase Orders, with only one line or any specific number of lines, follow the steps below:

  1. Navigate to Lists > Search > Saved Searches > New.
  2. Select Transaction as the Search Type.
  3. On the Criteria tab > Standard subtab, enter a filter for Type = Purchase Order.
  4. On the Criteria tab > Summary subtab, enter the following filter: Summary Type = Count, Field = Line ID, Description = 2.
  5. On the Results tab > Columns subtab, add a column for Line ID.
  6. Set the Summary Type of the Line ID column to Count.
  7. Click Preview or Save & Run.

Leave a comment

Your email address will not be published. Required fields are marked *