Friday, March 15, 2019

Sales Order Saved Search to Display Related Invoice, Item Fulfillments, Purchase Orders and Bills

1.Navigate to Reports > SavedSearches > All Saved Searches > New.
2. Select Transaction inthe list.
3. Under the Criteria tab > Standard subtab, add the following filters:

--Type is Sales Order
--Date is within (set the date range)

4. Under the Results tab > Columns subtab, click the Remove All button and add the followingfields:
Field | Summary Type | Formula

--Number | Group
--Formula (Text) | Group | case when {applyingtransaction.type} = 'Invoice'then {applyingtransaction.number} else ' ' end
--Formula (Currency) | Maximum | case when {applyingtransaction.type} ='Invoice' then end{applyingtransaction.totalamount} else 0 end
--Formula (Text) | Group | case when {applyingtransaction.type} = 'PurchaseOrder' then {applyingtransaction.number} else ' ' end
--Formula (Currency) | Maximum | case when {applyingtransaction.type} ='Purchase Order' then end{applyingtransaction.totalamount} else 0 end
--Formula (Text) | Group | case when {applyingtransaction.type} = 'ItemFulfillment' then {applyingtransaction.number} else ' ' end
--Formula (Text) | Group | case when {applyingtransaction.type} ='Purchase Order' then {purchaseorder.billingtransaction} else ' ' end 
--Formula (Numeric) | Sum | case when {applyingtransaction.type} = 'PurchaseOrder' then {purchaseorder.billingamount} else 0 end

5. Rename the SearchTitle 
6. Click the Save & Run button.

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