Use case:
This Solution can be used when we cannot get an exact match between Address text (Ship To address as referred here) in both transaction and customer, but can essentially compare between the address fields in the subrecord.
Sample Scenario:
When creating a Customer record, we often enter a default address. This default address is selected when you enter a transaction for this record.
However, when creating invoices, you may sometimes enter a different address than that in your customer record. You can add a formula on your existing Saved Search to compare the addresses from invoices and customer records.
Use the below formula in the Saved search Criteria:
Select Formula (Numeric):
Case When DECODE({shipaddressee},{customer.addressee},'1','0') = 1 AND DECODE({shipaddress1},{customer.address1},'1','0') = 1 AND DECODE({shipaddress2},{customer.address2},'1','0') = 1 AND DECODE({shipaddress3},{customer.address3},'1','0') = 1 AND DECODE({shipphone},{customer.addressphone},'1','0') = 1 AND DECODE({shipcity},{customer.city},'1','0') = 1 AND DECODE({shipstate},{customer.state},'1','0') = 1 AND DECODE({shipzip},{customer.zipcode},'1','0') = 1 AND DECODE({shipcountry},{customer.country},'1','0') = 1 THEN 1 ELSE 0 END
Formula (Numeric): Select equal to
Value: Enter 0Under the results subtab we can get the address internal id from the customer record using Customer/Project fields