Show Discounted Items and Their Corresponding Discount in Transaction Saved Search

Scenario

Create a Saved Search that will show the Items with Discounts, their corresponding Discount Item and by how much. 

 

Solution

1. Go to Lists > Search > Saved Searches > New
2. Click Transaction
3. Click Criteria
4. Click Standard
5. Filters:

• Type: is Sales Order (or Cash or Invoice)
• Shipping Line: is false
• Tax Line: is false

1. Click Results
2. Click Columns
3. Click Remove All button
4. Fields:

• Type
• Summary Type: Group
• Document Number
• Summary Type: Group
• Item
• Summary Type: Group
• Item Fields…Type
• Summary Type: Group
• Amount
• Summary Type: Sum
• Amount (Net)
• Summary Type: Sum
• Formula (Numeric)
• Summary Type: Sum
• Formula: -{‌discountamount}
• Custom Label: Discount Amount
• Add other preferred fields

1. Rename Saved Search
2. Click Save & Run