Customer Saved Search to Show Customers that has Custom Item Price Level on the Item Pricing tab

This is to show the list of Customers that use Custom  Item Price Level:

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

2. Choose Customer as the search type.

3. Under Criteria tab > Standard subtab, add the following fields as parameters:

a. Inactive = F (Filter the search to view only active customers)

b. Pricing Item = None of > choose from the list None (Filter the search to view customers who have Item Pricing set under Financial tab > Item Pricing subtab)

**Optional: To further customize the filter for Item Pricing Level = Custom only, add the following:

c. Add Formula (Text) = in the popup window, add the following details:

Formula = {itempricinglevel} 

Formula (Text) = choose "is" in the dropdown

Value = Custom  

4. Under Results tab > Columns subtab, add the following fields:

    -- Name (Name of the Customer), summary type = Group

    -- Pricing Item, summary type = Group

    -- Item Pricing Level, summary type = Group

    -- Item Pricing Unit Price , summary type = Group

 

5. Make sure to sort it by Name or Pricing Item.

6. Enter the search title

7. Click on Save & Run