RE: Item Saved Search – Preferred Vendor Cost

Hi,

I have an item saved search, and want to include the preferred vendor cost on it.  Does anyone know of a way that I can do that?

Also, Vendor Price does not show on the dropdown list of fields in the search – is there a setting to activate that?

Thanks,
Stewart

Stewart Rookie Asked on November 7, 2022 in Saved Searches.
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3 Answers
Best answer

Hi Stewart,

May be this will help you.

 

When the feature Multiple Vendors = T and there are multiple vendors linked on the item record, displaying the Vendor Price on the Item Saved Search will create multiple Lines. To limit only to the Preferred Vendor’s Purchase Price, please follow the steps below:

1. Navigate to Lists > Search > Saved Searches > New > Item

2. On the Criteria Tab > Standard subtab : add the following:
–Type > select types of items to include (Inventory, Assembly etc.)
–Formula (Numeric) > Formula: case when {vendor} = {othervendor} then 1 else 0 end > equal to 1

3. On the Results Tab > Columns subtab
–Name
–Description
–Preferred Vendor
–Vendor Price

4. Rename the Saved Search
5. Click Save & Run.

Note that the results can be used to Mass Update Preferred Vendor Prices via CSV.

Beginner Answered on February 7, 2023.
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