Search Invoices for Visible Comments

SOLVED

Hi all,

We use the visible comment field in invoices to add information about sales- things like "Hold Invoice" for items we are holding, or "One Repack" for invoices that have partial cases of a particular item. 

Is there a way to search through these comments to find all invoices containing specific words?

In the Invoice Detail Report I tried using the filter, but it seems like the data field "comment line 1" does not find my terms. 

Anyway to do this?

Parents
  • +1
    verified answer

    Since you cannot search thru BW, you have to dump the data to excel or access.

    OE TRANSFER -> Custom Export -> new -> your report title ( invoice comments )

    USE the OE Invoice Line Item for the data source

    SELECT your Fields -  <ARCustomer.>CustomerID  - Companyname, invoice date, invoiceNo  - fields that will give you ref to the order

    you will need <OELineItem.>Description  <- this is where the visible comments will be

    FILTER  or SET - use <ARInvoice>invoicedates with a date range  Between 1/1/2017 and 1/31/2017  <- example dates

    AND  <OELineitem> TYPE =7   <- Visible comments  or BETWEEN 7 and 8 for Visible and non visible

    choose DONE

    EXPORT the report to Screen

Reply
  • +1
    verified answer

    Since you cannot search thru BW, you have to dump the data to excel or access.

    OE TRANSFER -> Custom Export -> new -> your report title ( invoice comments )

    USE the OE Invoice Line Item for the data source

    SELECT your Fields -  <ARCustomer.>CustomerID  - Companyname, invoice date, invoiceNo  - fields that will give you ref to the order

    you will need <OELineItem.>Description  <- this is where the visible comments will be

    FILTER  or SET - use <ARInvoice>invoicedates with a date range  Between 1/1/2017 and 1/31/2017  <- example dates

    AND  <OELineitem> TYPE =7   <- Visible comments  or BETWEEN 7 and 8 for Visible and non visible

    choose DONE

    EXPORT the report to Screen

Children