How to Compare Sales Order Count and Sum Through Saved Search

User compares Sales Orders within two specific Dates for the count and sum of Sales Order created.

1.Navigate to Lists > Search > Saved Searches > New

2.Click Transaction

3.Search Title: Enter Title

Example: Comparison of Sales Orders Count and Sum

4.Click Criteria

5.Click Standard

6.Filter:

• Select Type

Type: Select any of

• Select Sales Order

Click Set

• Select Date

Date: Select within

From: Select a date

To: Select a date

• Select Main Line

Main Line: Select Yes

Click Set

7.Click Results

8.Click Columns

9.Field:

Note: For every required field use the dropdown menu to select it and once adjusted click Add if needed.

Select Date

1. Select Formula (Numeric)

• Summary Type: Select Sum
• Formula: Enter case when {type} = ‘Sales order’ and TO_CHAR({trandate},’MM/DD/YYYY’) = ’12/03/2019′ then 1 else 0 end
• Summary Label: Enter SO Count Start Date

2.Select Formula (Numeric)

• Summary Type: Select Sum
• Formula: Enter case when {type} = ‘Sales order’ and TO_CHAR({trandate},’MM/DD/YYYY’) = ’12/15/2019′ then 1 else 0 end
• Summary Label: Enter SO Count End Date

3.Select Formula (Numeric)

• Summary Type: Select Sum
• Formula: Enter case when {type} = ‘Sales order’ and TO_CHAR({trandate},’MM/DD/YYYY’) = ’12/03/2019′ then {amount} else 0 end
• Summary Label: Enter SO Sum Start Date

4.Select Formula (Numeric)

• Summary Type: Select Sum
• Formula: Enter case when {type} = ‘Sales order’ and TO_CHAR({trandate},’MM/DD/YYYY’) = ’12/15/2019′ then {amount} else 0 end

Summary Label: Enter SO Sum End Date

10.Click Save & Run