Friday, June 14, 2019

Saved Search to compare Item prices from Sales Order to Customer Record

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

2. Select Transaction as Search type
3. Enter the Search title and add the following:

Criteria tab > Standard tab:

Type is Sales Order
Main Line is = False
Tax Line is = False
Shipping Line is = False

Results tab > Column sub tab:

Price Level
Item Rate

Save and Preview

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