Create Custom Body Field To Show Total Amount of Estimated Gross Profit on Invoice

Scenario

Some companies require to display the Estimated Gross Profit using a Custom Transaction Body Field on an Invoice record where the value is being sourced from a Saved Search.

Solution

1. Create Saved Transaction Search
2. Navigate to Lists > Search > Saved Searches > New
3. Click Transaction
4. Search Title: Enter Title
5. Example: Estimated Gross Profit
6. Click Criteria
7. Filter:
8. Note: For every required field use the drop-down menu to select it and once adjusted, click Add if needed.

• Select Type 
• Select Invoice
• Click Set

1. Click Results
2. Field:
3. Note: For every required field use the drop-down menu to select it and once adjusted click Add if needed.

• Select Est. Gross Profit (Transaction)
• Summary Type: Select Maximum

1. Click Available Filters
2. Filter:
3. Note: For every required field use the drop-down menu to select it and once adjusted click Add if needed.

• Select Internal ID
• Filter Region: Enter Checkmark

1. Click Save
2.  
3. Create a Custom Transaction Body Field
4. Navigate to Customization > Lists, Records, & Fields > Transaction Body Fields > New
5. Label: Enter Label
6. Example: Estimated Gross Profit
7. ID: Enter _estimatedgrossprofit
8. Type: Select Integer Number
9. Store Value: Remove Checkmark
10. Click Applies To 

• Sale: Enter Checkmark

1. Click Validation & Defaulting 

• Search: Select Estimated Gross Profit

1. Click Save