There are instances when users want to use Saved Search to generate a Price List for their Customers. This is primarily important when they want to include additional Customer information on the results because the Generate Price List function on the Customer Record has limited information to display.
Solution
To create the Customer Saved Search:
1. Navigate to Lists > Search > Saved Searches > New
2. Search Type > Click Customers
3. Click Criteria
4. Click Standard
5. Filter: Note: For every required filter use the drop-down menu to select it and once adjusted
- Select Formula (Numeric)
- Formula: Enter CASE WHEN ({itempricinglevel} = {pricing.pricelevel}) AND ({pricingitem} = {pricing.item}) THEN 1 ELSE 0 END
- Fomula (Text): Select is: 1
6. Click Results 7. Click Columns8. Field: Note: For every required field use the drop-down menu to select it and once adjusted
- Select Name
- Select Pricing Item
- Select Pricing Fields…
- Pricing Fields: Select Price Level
- Select Pricing Fields…
- Pricing Fields: Select Unit Price
9. Click Save or Preview the saved search.
Note: The Saved Search will display the Customer, Item, Price Level and the associated Item Pricing in the Customer record. This Saved Search does not include any Items where Price Level = Custom. Users can change the column header by entering Custom Label on the Results tab.
This will not display Items that are not listed in the Item Pricing in Customer Record (Financial subtab > Item Pricing sublist).