Thursday, December 27, 2018

Transaction Search to Display all Items using a Custom Price Level (non formula)

This articles identifies another way to run a search of transactions to find items that use a Custom Price Level, which currently is not an option that can be selected from the list of Price Levels (see article 'Sales Orders using Custom Price Level Report' for formula method): 

Answer/Solution:
1. Navigate to Lists> Search> Saved Searches> New> Transactions
2. Set Search Title to a name that will easily identify this search
3. Under Criteria > Standard sub tab, add/set the following:
    -Type is Sales Order (or Invoice, or Estimate)
    -Price Level is 'none of' select all listed Price Levels including 'none'
3. Under Results > Columns subtab:
    -add Price Level and any other field you want to show
4. Click Save & Run button  

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