1. Navigate to Lists > Search > Saved Searches > New.
2. Select Transaction.
3. Under the Criteria tab > Standard subtab:
- Type = is Invoice
- Main Line = is true
4. Under Results tab > Columns subtab:
- Date || Summary type is Group
- Number || Summary type is Group
- Customer/Project fields... > Name || Summary type is Group
- Amount || Summary type is Sum
- Amount (Shipping) || Summary Type is Sum
- Amount (Tax Total) || Summary Type is Maximum
- Formula (Numeric) || Summary type is Sum || Formula is sum(nvl({amount},0))-sum(nvl({shippingamount},0))-sum(nvl({taxtotal},0))
Note: Please assign custom label of "Subtotal" to the formula field.
5. Click Save & Run.
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