Thursday, October 18, 2018

Add Amount Unbilled (Line) under criteria and results of sales order saved search

1. Navigate to Lists > Search > Saved Searches > New
2. Click Transaction.
3. Click Criteria tab.
4. Click Standard sub tab.
5. Select Formula (Numeric) under the Filter column.
6. Enter the formula below on the Formula field:
CASE WHEN (({quantity}-{quantitybilled})*{rate}) <> 0 THEN 1 ELSE 0 END
7. Set the Formula (Numeric) to equal to.
8. Set Value to 1.
9. Click Set.
10. Add another filter which is Type
11. In the Type field set Any of then select Sales Order
13. Click on the Results tab.
15. Click Columns sub tab.
16. Click on Field column to add Formula (Currency).
17. Enter CASE WHEN ({taxamount} <> 0) THEN (({quantity}-{quantitybilled})*{rate})+(({taxamount}/{quantity})*({quantity}-{quantitybilled})) ELSE (({quantity}-{quantitybilled})*{rate}) END on the Formula column.
18. Enter Amount Unbilled (Line) on the Custom Label column.
19. Preview.



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