Monday, December 10, 2018

Create a Saved Search that will show Profit from Drop Ship Orders by subtracting Sales Order Amount from the Purchase Order Amount

This is currently filed as Enhancement Request 59387 - Reports > Customer request to have profitability report on sales transactions for customers with dropship orders.

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

2. Under Criteria tab > Standard subtab > Add the following filters:

* Type is Sales Order

* Applying Transaction is none of none

*  Formula (Numeric)

    Formula = case when {applyingtransaction} like '%Purchase%' then 1 else 0 end

    Formula (Numeric) Equal to = 1

3. Under the Results tab > Add the following columns:

* Date

* Number

* Name

* Item

* Amount

* Applying Transaction – to display the Purchase Order Number

* Add Formula (Currency) to display Purchase Order Amount

Set Formula = abs({applyingtransaction.amount})

Set Custom Label = Purchase Order Amount

* Add Formula Currency to display the Profit

Set Formula = {amount}-abs({applyingtransaction.amount})

Set Custom Label = Profit

* Add Formula (Percent) to display the Profit Percentage

Set Formula = ({amount} -abs({applyingtransaction.amount}))/NULLIF({amount},0)

Set Custom Label = Profit Percent

4. Name the Search.

5. Save




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