Monday, December 24, 2018

How to create a saved transaction search to count the number of all Return Authorizations and the count of all Invoices and get the percentage of Return Authorizations over Invoices

How to create a saved transaction search to count the number of all Return Authorizations and the count of all Invoices and get the percentage of Return Authorizations over Invoices

Solution:
1. Go to Lists > Search > Saved Searches > New

2. Select Transaction

3. On the Criteria tab > Standard subtab

-- Main Line is true

4. On the Results tab > Columns subtab

-- Set the summary type Maximum for all formula fields:
 

Formula (Numeric) = count(case when {type} = 'Return Authorization' then {number} end)

Formula (Numeric) = count(case when {type} = 'Invoice' then {number} end)

Formula (Percent) =  count(case when {type} = 'Return Authorization' then {number} end)/nullif(count(case when {type} = 'Invoice' then {number} end),0)

5. Click Save and Run


6. The first formula counts the number of Return Authorizations


7. The second formula counts the number of Invoices


8. The third formula divides the 1st formula by the 2nd formula and uses the expression below to avoid the error message : "ERROR: Possible Divide by Zero"
YYY/nullif(XXX, 0)
 

Where:

*YYY is the 1st formula
*XXX is the 2nd formula


 

1 comment:

  1. Really cool post, highly informative and professionally written and I am glad to be a visitor of this perfect blog, thank you for this rare info!
    CRM with Invoicing

    ReplyDelete