Client needs to list invoices that are associated the sales order in a single line within a transaction saved search.

Scenario: Client needs to list invoices that are associated the sales order in a single line within a transaction saved search also by summing up the quantity for specific item in the saved search.

Solution:

Solution

Navigate to Lists > Search > Saved Searches > New

Select Transaction as the search type

In Criteria tab:

FILTER  

Mainline is false

Tax Line is false  

Shipping Line is false  

Type is any of Item Sales Order

In Results tab:

Standard:

Date: Maximum

Document Number: Group

Name: Maximum

Formula(Numeric): Maximum: NVL(SUM(CASE WHEN {item.id}= 4578 Then {quantityshiprecv} ELSE 0 END)/NULLIF(COUNT(DISTINCT({billingtransaction.internalid})),0),SUM(CASE WHEN{item.id}=4578 THEN {quantityshiprecv}ELSE 0 END))

Formula(Text): Maximum: NVL(SUM(Case When {item.id}=4578 Then {quantityshiprecv} Else 0 End)/NULLIF(COUNT(DISTINCT({billingtransaction.internalid})),0),SUM(Case When {item.id}=4578 Then {quantityshiprecv} Else 0 End))

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