Search Invoices for Visible Comments

SOLVED

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?

  • 0
    SUGGESTED

    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

  • +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 Coleen Graber

    Thanks for your help! I got everything working with your answer, then Vince replied and I figured out the Type = 7 option, really useful stuff!

  • 0 in reply to Vince Settipane

    Thanks! This is beautiful!

  • 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?

  • 0 in reply to beauneorders

    since we are limited in the filters in BW, just send the data to Excel

    The FILTER in Excel is superior to BW's and can have many more "layers" of AND and OR