Sunday, December 2, 2018

Create Search With Amount by Transaction Type Column

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

2. Select Transaction
3. On the Criteria select column for:

Type any of Purchase order, Bill, Bill Payment
Main Line
is Yes

4. On Results tab add the following columns:

Formula (Numeric): (CASE WHEN {type}='Bill Payment' THEN {amount} ELSE 0 END)

Formula (Numeric): (CASE WHEN {type}='Bill' THEN {amount} ELSE 0 END)

Formula (Numeric): (CASE WHEN {type}='Purchase Order' THEN {amount} ELSE 0 END)

5. Set Custom Label for each Formula (Numeric) fields according to the type of transaction it returns. Say, for example, Bill, Bill Payment and Purchase Order, respectively.

 

 

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