Create a Search that Displays the Details of Drop Ship Purchase Order transactions and the Shipping Cost Incurred for Billings Made by the Supplier on Shipments Made

Answer:

In order to pull up the data needed, the user can create a Transaction Saved Search.  Here are the steps in creating the Search:

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

2. Select Search Type = Transaction in the list        

3. Enter the desired title for the search under the Search Title field.           

4. Under the Criteria tab, Standard sub tab, set the following filters:          
a. Type = Bill   
b. Formula (Numeric) | Formula: case when {createdfrom.createdfrom} like 'Sales Order%' then 1 else 0 end |Formula (Numeric): equal to | Value = 1

5. Under Results tab, Columns sub tab, set the following fields:


a.Created From Fields…>Date | Summary Type: Group
b.Created From Fields…>Type | Summary Type: Group
c.Created From Fields…>Number | Summary Type: Group
d.Created From Fields…>Main Line Name | Summary Type: Group
e.Created From Fields…>Amount | Summary Type: Sum
f.Item | Summary Type:  Group
g.Formula (Currency) | Summary Type: Sum | Formula: case when {account} like '%6090%' then {amount} else 0 end | Custom Label: Shipping Cost

Note: The expression in the formula: '%6090%' represents the GL account used under the Expenses subtab of the Bill for Shipping Cost.  Replace the information with the Account Name.  Example: If account is 6000 Freight Shipping; you may replace it with '6000%'

6. Hit Save & Run button

Note: The Search may include Special Order Transactions if the user has Drop Shipment and Special Order transactions because the criteria filter pulls up all Purchase Orders created from a Sales Order.