Sunday, May 5, 2019

Create a Saved Search Displaying Invoice Amounts Less Shipping and Taxes

1. Navigate to Lists > Search > Saved Searches > New.

2. Select Transaction.

3. Under the Criteria tab > Standard subtab:

  • Type = is Invoice
  • Main Line = is true

4. Under Results tab > Columns subtab:

  • Date || Summary type is Group
  • Number || Summary type is Group
  • Customer/Project fields... > Name || Summary type is Group
  • Amount || Summary type is Sum
  • Amount (Shipping) || Summary Type is Sum
  • Amount (Tax Total) || Summary Type is Maximum
  • Formula (Numeric) || Summary type is Sum || Formula is sum(nvl({amount},0))-sum(nvl({shippingamount},0))-sum(nvl({taxtotal},0))

Note: Please assign custom label of "Subtotal" to the formula field.

5. Click Save & Run.

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