Scenario
To create a saved search that will generate a price list per unit price for all items purchased by a customer
Solution
1. Navigate to Reports > Saved Searches > All Saved Searches > New.
2. Click Transaction
3. Rename the Search Title
4. Click Criteria tab
5. Click Standard
6. Filter:
a. Type: Select Sales Order, Return Authorization
b. Item Fields…Type: Select Service, Other Charge, Non-inventory Item, Kit/Package, Assembly/Bill of Materials, Inventory Item
c. Account Type: Select Income
d. Status: Select None of Return Authorization: Cancelled, Sales Order:Cancelled
7. Click Results
8. Field:
a. Select Name
– Summary Type: Select Group
b Select Item Fields…Name
c. Select Item Fields…Description
d. Select Item Fields…Base Price
9. Click Save & Run