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beauneorders

Search Invoices for Visible Comments

SOLVED
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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

  • 0 in reply to Vince Settipane

    Hi Vince- your answer led me to another question-  In a custom report, I want to see line items for sales orders that are open, so the status is 0 in the filter. I want to combine this with sales orders that have been printed, so that's 256 for the filter. But I do not want to include 255 (deleted). 

    This would be easy normally because there are 3 filter options, but I am using the other 2 for date and customer information. 

    Is this possible?

Reply
  • 0 in reply to Vince Settipane

    Hi Vince- your answer led me to another question-  In a custom report, I want to see line items for sales orders that are open, so the status is 0 in the filter. I want to combine this with sales orders that have been printed, so that's 256 for the filter. But I do not want to include 255 (deleted). 

    This would be easy normally because there are 3 filter options, but I am using the other 2 for date and customer information. 

    Is this possible?

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