Thursday, January 31, 2019

Search to Generate Transactions with both Shipping and Tax Amount

1. Navigate to Reports> Saved Searches> All Saved Searches> New
2. Select Transaction as search type
3. Assign a name on the Search Title field
4. On the Criteria tab> Standard sub tab> Filter column add the following:
a. Main Line is true (Yes)
b. Formula (Numeric) is not equal to value 0 then copy-paste the following formula:
Case when {shippingamount}!= 0 and {taxtotal}!= 0 then 1 else 0 end
c. Type is any of [select the transaction type e.g. Sales Order] **This is optional to you if you wish to use this search to a specific set of transaction.
5. On the Results tab> Columns sub tab, select the fields you wanted exposed on the report.
6. Hit Save & Run

Please take note that the criterion requires having both shipping and tax amount. If only one of these is present then the transaction will be excluded from the results. If you wish to include transactions that have either a shipping cost or tax amount then use this formula instead:
Case when {shippingamount}!= 0 or {taxtotal}!= 0 then 1 else 0 end

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