Tuesday, July 9, 2019

Saved Search That Displays Line Items on Sales Orders Where Amount Column Does Not Equal Quantity x Rate

By default, the Amount column on Sales Orders is automatically calculated as Quantity x Rate.

Standard Sales Order forms' Amount column's Display Type is not Inline Text. Hence, users will be able to enter line items on Sales Orders wherein Amount does not equal Quantity x Rate. This happens when Price Level is set to Custom, calculated Amount is changed to a different value and agreeing to this warning message "The line total amount is not equal to the item price times the quantity. Is this correct?"

To create a Saved Search that displays line items on Sales Orders where Amount column does not equal Quantity x Rate, users may perform these steps:

1. Navigate to Reports > Saved Searches > All Saved Searches > New.

2. Select Transaction as the Search Type.

3. Enter a Search Title and set the following:

Criteria tab > Standard sub tab:

*Type = Sales Order

*Main Line = No

*Shipping Line = No

*Tax Line = No

*COGS Line = No


*Formula (Numeric) | Formula = case when {amount} = ({quantity}*{rate}) then 1 else 0 end | equal to | 0

Results tab > Columns sub tab:


*Document Number



*Formula (Numeric) | Formula = {quantity}*{rate}

4. Save & Run.

Note: This saved search is useful in monitoring possible line items on sales orders with Amount incorrectly set by users and would therefore provide them the avenue to make necessary corrections.

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