Search Invoices for Visible Comments

Question

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?

Vince Settipane · Accepted 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 - CustomerID - Companyname, invoice date, invoiceNo - fields that will give you ref to the order you will need Description <- this is where the visible comments will be FILTER or SET - use invoicedates with a date range Between 1/1/2017 and 1/31/2017 <- example dates AND TYPE =7 <- Visible comments or BETWEEN 7 and 8 for Visible and non visible choose DONE EXPORT the report to Screen

Coleen Graber · Answer

In BusinessWorks, there is no option to search by a visible comment field. As a possible work around, you may be able to create a custom export to export out invoice detail information to find the information you are looking for. See KB article #17618 "How to use the Custom Export option" and #19339 "Where do I find the table and field names?". If you need additional assistance on the custom export, I would call Customer Service at 800-447-5700. Thanks. Coleen

Sage BusinessWorks

Search Invoices for Visible Comments

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