This topic contains 2 replies, has 0 voices, and was last updated by JCirocco 8 years, 7 months ago.

  • Author
    Posts
  • #5338 Score: 0

    JCirocco
    • Contributions: 0
    • Level 1

    I know this should be simple but I am trying to create a search that will show then a sales order is created and the contents of a custom field was entered on a previous order.

    I created a custom transaction body field custbody_cust_authnum which represents a release authorization number for a customers blanket PO. This authorization number should only be used once. I am trying to create a duplicate detection alert email but first I am just trying to get a saved search to show the duplicates.

    I created a search, Criteria Type=Sales Order, MainLine=Yes

    On the Summary Criteria tab – Summary Type = Count, Field Customer Auth Number (Custom) is greater than 1

    If I just list the result, I get back every sales order entered

    If I group by my custom field and Count of internal ID, I receive no records.

    I know there are duplicates PLUS I even created 2 test transactions with the duplicate value in the custom field

    Any insight would be appreciated.

    John
    This is a cached copy. Click here to see the original post.

  • #5339 Score: 0

    al3xicon
    • Contributions: 0
    • Level 1

    Haven’t tested this but I would think you’d want to change your summary criteria field to count Document Number, rather than your custom field. Then, grouping by that custom field should result in only showing you instances where the count of orders containing the same value in that field is > 1.

  • #5340 Score: 0

    JCirocco
    • Contributions: 0
    • Level 1

    Alex,

    Thanks. Knew it would be simple. See you at SuiteWorld

You must be logged in to reply to this topic.