Formula to exclude a particular item in saved search

We can exclude a particular item from saved search results using the following formula:

1. Navigate to: Lists > Searches > Saved Searches > New.
2. Select Search Type: Transaction.
3. Set Required Criteria: Add any necessary filters or conditions for your search.
4. Click Results: To define the columns and calculations for the results.
5. Add Formula:

• In the Results tab, add a new column.
• For Field, select Formula (Currency).
• Set the Summary Type as needed (e.g., Sum).

1. Enter Formula:

• Formula: CASE WHEN {type} = 'Sales Order' AND {item} <> 'Name of item to be excluded' THEN NVL({amount}, 0) ELSE 0 END

1. Save the Search: Give your saved search a name and save it.
2. This formula ensures that transactions of type ‘Sales Order’ are included in the results, but it excludes those with the specified item. The NVL({amount}, 0) function ensures that any null amounts are treated as 0.