- In a Saved Search, the default Item rate field will display results in the base unit rather than in the transaction unit. For instance, in a Sales Order where the rate is 200 per KIT and the conversion rate for KIT is 20 UNITS, the default Item rate in search will display 10.
The Item rate field is computed on the basis of the transaction rate in the Sales Order record divided by transaction conversion units. Hence, SO rate [200] / Transaction conversion quantity [20 units] =Item rate [10]. The Item Rate should not be confused with the purchase price in Item records.
To get the Sales Order rate, we can use the formula(currency): (({rate}*{quantity})/{quantityuom}). Thus SO rate is computed as ‘(Quantity*Item Rate)/Quantity in Transaction unit’
- The default quantity field in search will display the quantity in the base unit rather than in the transaction unit. For instance, if 1 KIT = 20 units, then relevant to a sales transaction where 2 KITS were ordered, the quantity in the saved search will display as 40. To display the SO transaction quantity, we can use the field ‘Quantity in transaction unit’ in Saved Search. This will display as 2.
