Sunday, March 24, 2019

Create a Saved Search to Display List of Sales Transactions that use Specific Discount Items selected on the Main Header

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


2. Select Transaction as the Search Type.


3. Enter a Search Title and set the following:


Criteria tab > Standard sub tab > Filter column:

*Type (Set this to your preferred transaction types such as Sales Order, Invoice, etc.)

*Transaction discount = T

*Formula (Numeric) | Formula = case when {item} IN ('Discount Name') then 1 else 0 end | equal to 1


Results tab > Columns sub tab > Field column:

*Formula (Numeric) | Formula = case when {item} IN ('Discount Name') then 1 else 0 end

*Add any field as needed including Number, Name and Item.


4. Save.


In the Formula, replace 'Discount Name' with the actual Discount Name you need. If you want multiple Discounts, you can follow this formula syntax: case when {item} IN ('Discount Name1','Discount Name2','Discount Name3') then 1 else 0 end 


Note: The ability to use Discount as a transaction saved search filter is currently covered under Enhancement 235156.

No comments:

Post a Comment