Thursday, March 7, 2019

Create a Saved Search to show Sales Order's Total Item Weight and Shipping Cost

To accomplish this, perform the following steps:

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

2. Click the Transaction link.

3. Rename the Search Title.

4.Under Criteria tab > Standard subtab > Filters:

            - Type = Sales Order

            - Tax Line = No/false

            - Shipping Line = No/false

            - Date = user preferred date range

            - Main Line = No/false

5. Under Criteria tab > Summary subtab > Filter:

            - Summary Type = Sum | Field = Formula (Numeric) | Formula = {quantity}*{item.weight} | Description = greater than 0

6. Under Results tab > Columns sub tab > Fields:

            - Number | Summary Type = Group

            - Name | Summary Type = Group

            - Formula (Numeric) | Summary Type = Sum | Formula = {quantity}*{item.weight} | Summary Label = Sales Order Total Weight

            - Amount (Shipping) | Summary Type = Sum | Summary Label = Shipping & Handling Cost

7. Click Save & Run.

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