Select Formula (Currency) Summary Type: Select Sum Formula: Enter Case when {item.type} = ‘Discount’ then {amount} when {applyingtransaction.linesequencenumber} = ‘2’ then – {applyinglinkamount} else 0 end Custom Label: Enter Total Discount
Tag: Invoice search
Remove Duplicate Lines from the Saved Search for the Invoice
If the Invoice contains only one line item in the invoice record, but the saved search for the same invoice record includes 2 more extra lines as below. To avoid these extra lines from the invoice search, add a filter in the saved search:- Set “COGS Line” as ‘false’
Saved search to list invoices with multiple deposit application
Requirement Create a saved search to list all invoices details for which the number of deposit application is more than one. Solution Create a invoice type saved search with the following criteria: Standard : Type: Invocie Applying Transaction Type: Deposit Application Summary: Applying transaction count greater than One. Results : Add necessary fields and Count… Continue reading Saved search to list invoices with multiple deposit application