Saturday, May 25, 2019

Use Formula SQL in a Search to Show Sales Orders Created the Same Day as the Customer

1. Navigate to Transactions > Management > Saved Searches > New

2. Select Transactions

3. Under the Criteria tab > Standard sub tab  :
--Type = is Sales Order
--Main Line = is True
--Formula (text) 

CASE WHEN TO_CHAR({datecreated},'MM/DD/YYYY') = TO_CHAR({customer.datecreated},'MM/DD/YYYY') THEN 1 ELSE 0 END
-------set description = starts with 1

4. Name the search
5. Click on Save & Run

 

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