Saved Search of Sales Orders that have item names starting from certain letters/characters and eliminate item names starting from different letters/characters

1.    Navigate to Reports> List > Search > Saved Searches> New.

2.    Choose Search Type Transaction.

3.    Modify Search Title

4.    At the Criteria tab, Standard sub-tab select the following as Filter and Description:

o Type = is Sales Order

o Main Line is false

o Tax Line is false

5.    At the Criteria tab, Summary sub-tab set:

o Summary Type=Sum

o Field = Formula (Numeric)

o Description equal to 0

o Formula = case when regexp_like ({item}, 'BE2') then 1 else 0 end

6.    At the Results tab, set the following:

Field	Summary Type	Formula
*
Date	Group
Period
Type
Number	Group
Name	Group
Memo
Item
Formula (Numeric)	Sum	case when regexp_like ({item}, 'BE2') then 1 else 0 end
Formula (Numeric)	Sum	case when regexp_like ({item}, 'BE1') then {amount} else 0 end

7.    Click on the Save button.

Notes:

-       This search would also exclude sales orders if it includes both items mentioned in the problem/abstract.

-       For this example, we will include sales orders with item names starting in BE1 and exclude all stock numbers that start with BE2. This search also eliminates SOs that contain both BE1 and BE2 items