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

*Date

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

Results tab > Columns sub tab:

*Date

*Document Number

*Name

*Amount

*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.

No comments:

Post a Comment