Saturday, October 27, 2018

Saved Search to Show Cash Sales and Invoices with Fractional Quantities

To create the search, users can perform the following steps:

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

 

2. Click Transaction.

3. Enter a Search Title.

4. In the Criteria tab > Standard subtab, add the following filters:


  •Type = any of Cash Sale, Invoice
  • Quantity = not empty
  • Main Line = false

  • COGS Line = false
  • Shipping Line = false
  • Formula (Numeric) where Formula = mod({quantity},1)

                                        Formula (Numeric) = not equal to

                                        Value = 0

 
5. In the Results tab > Columns subtab, add/remove fields depending on the information you would like to see in the result.  Below are some suggested fields:
   

  • Date
  • Type
  • Number
  • Name
  • Account
  • Quantity
  • Amount

6.  Click Preview or Save the search.

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