Saturday, December 15, 2018

Sales Order Saved Search to Display Amount Discount is Equal to or greater than a Specific Percentage ( e.g. 20%)

1. Navigate to Reports > Saved Searches > All Saved Searches > New.
2. Select Transaction.
3. Rename the Search Title.
4. Under the Criteria tab, Standard subtab, set the following filters:
*Type is Sales Order, Invoice
*Tax Line is false
*Shipping Line is false
*Formula (Numeric) is less than .20 | Formula = {discountamount}/{amount}

5. Under the Results tab, Columns subtab, add/remove fields.
6. Click the Save and Run button.

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