Steps for creating a Saved Search
- Give the Search Title
- Under the Criteria Field, select Standard Tab
- Type – is Sales Order
- Applying Transaction : Type is Item Fulfillment
- Date is within three months ago (Any date range can be given as per the requirement. Here taken for 3 months
- Criteria Tab (Screen shot attached for the reference)
- Under the Results Tab (Screen shot attached for the reference)
- Name – Group
- Document Number – Group
- Date – Group
- Billing Transaction – Group
- Billing Transaction : Date – Group
- Billing Transaction : Amount (Transaction Total) – Group (Here summary is not sum but group, in order to get the invoice total only, if given sum each time, when COGS amount is totaled the Invoice total amount will also be added giving a wrong value. Hence Summary Type – Group)
- Applying Transaction – Group
- Applying Transaction : Date – Group
- Applying Transaction : COGS Amount – Sum (here it is sum in order to get the total sum of all the COGS amount of each IF.
The Results Screen shot
