[JCirocco Contributions: 0Level 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
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[al3xicon Contributions: 0Level 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.

[JCirocco Contributions: 0Level 1☆]

Alex,

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

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