Friday, May 17, 2019

Display the Total Quantity of Items on Transactions

The user wants to display the total quantity of items on transactions using a custom field.

A.    Create a transaction saved search.

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

2.    In the Criteria tab:
 a.specify the type of transaction where the custom field will be added (optional).

       b. COGS line = F

       c.Tax Line = F

       d. Main Line = F

       e. Shipping Line = F

3.    In the Results tab, add the Quantity field and set the Summary Type to Sum.

4.    In the Available Filters tab, add Internal ID.

5.    Specify a title then click on Save.


B.    Create the transaction body field.

1.    Navigate to Customization > Lists, Records, & Fields > Transaction Body Fields > New.

2.    Set the Type to Free-Form Text or Integer.

3.    Unmark the Store Value checkbox.

4.    In the Applies To tab, select the types of transactions where to add the field.

5.    In the Validation & Defaulting tab, select the saved search in the Search dropdown.

6.    Click on Save.

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