REQUIREMENT: We need a new report created. Name: Canoe Invoices Data columns Invoice Date Invoice Number Customer Name Canoe Contract Order (this is a custom field check box that we have created and we only want invoices with this box checked to show on the report) Pre-Tax Invoice Total We want to be able to… Continue reading Canoe Invoice Report
Tag: saved search
Count of Months based on the least transaction month between the current month
MONTHS_BETWEEN({today}, MIN(CASE WHEN {transaction.trandate} BETWEEN ADD_MONTHS({today}, -12) AND {today} THEN {transaction.trandate} END)) Avg Qty Sold Per Month SUM(ABS( CASE WHEN {transaction.type} IN (‘Item Fulfillment’, ‘Assembly Build’) AND {transaction.trandate} BETWEEN ADD_MONTHS({today}, -12) AND {today} THEN {transaction.quantity} ELSE 0 END )) / NULLIF(MONTHS_BETWEEN({today}, MIN(CASE WHEN {transaction.trandate} BETWEEN ADD_MONTHS({today}, -12) AND {today} THEN {transaction.trandate} END)), 0)
Use “Main Line”, “Shipping Line”, and “Tax Line” in saved search
In a saved search, you can decide on which level you want to see the data. For this you have three criteria in the criteria section of your saved search. You have the criteria “Main Line” which is used to determine whether you want to see only the header level of your record/transaction or not.… Continue reading Use “Main Line”, “Shipping Line”, and “Tax Line” in saved search
Retrieve invoice details through serch, including Discount Total and Gift Certificate Amount, without loading the record.
let invoiceSearchObj = search.create({ type: ‘invoice’, filters: [ [‘internalid’, ‘anyof’, invoiceArray], // Handling multiple invoices … Continue reading Retrieve invoice details through serch, including Discount Total and Gift Certificate Amount, without loading the record.
Saved Search to Generate a List of Item Receipts Created From Return Authorizations
Scenario User may need to create a Transaction Saved Search to display Item Receipts created from Return Authorizations. Solution Navigate to Lists > Search > Saved Searches > New Click Transaction Search Type Search Title: Enter Title Click Criteria tab Click Standard subtab Filter: Note: For every required field use the drop-down menu to select it and once adjusted click Set if needed. Select Type Type: Select any of Select Item Receipt Select Created From Fields…… Continue reading Saved Search to Generate a List of Item Receipts Created From Return Authorizations
Expose the Seconds Timestamp from the Transaction System Notes of Transaction Saved Search
Scenario User wants to create a Transaction Saved Search to expose the seconds timestamp from the transaction’s System Notes. Solution To be able to expose the timestamp in seconds of the Transaction System Notes of Transaction Saved Search, user needs to add the following in the Transaction Saved Search: On the Results tab Filter: Select Formula (Text) Formula: Add to_char({systemnotes.date},’HH:MI:SS’) 2.Click Save & Run
Search to Get the Percentage of Fulfilled Quantity Out of Ordered Quantity
1. Navigate to Lists > Search > Saved Searches > New > Select Transaction. 2. Under Criteria tab, set the following: Type is Sales Order Date is (specify a specific period) Main Line is false Tax Line is false COGS Line is false Shipping Line is false *Set other criteria needed. 3. Under Results tab,… Continue reading Search to Get the Percentage of Fulfilled Quantity Out of Ordered Quantity
Sales Order Saved Search that Shows Billing Schedule and Revenue Recognition
1. Navigate to Lists > Search > Saved Searches > New> Transaction. 2. On the Criteria tab > Standard subtab add the following filters: Type = is Sales Order Billing Schedule = specify billing schedules. 3. On the Results tab > Columns subtab add the following fields: Number > Summary type = Group Name > Summary type = Group Account > Summary type =… Continue reading Sales Order Saved Search that Shows Billing Schedule and Revenue Recognition
Unable to Fetch Values from Email Message ST & Email Activities ST in Saved Search
Communication Messages – Need to include all communication messages, excluding invoices and service order emails. Communication Activities – Need to include all activity types (calls, events, etc.). Sales Email Messages ST – Should fetch all email messages under Sales. Sales Email Activities ST – Should fetch all email activities under Sales. Provide a solution to… Continue reading Unable to Fetch Values from Email Message ST & Email Activities ST in Saved Search
The Planned Shipping Date should be calculated as: Current Due Date to Customer – 10 Working days
Formula is: {custcol_jj_ee_duedate} – CASE WHEN TO_NUMBER(TO_CHAR({custcol_jj_ee_duedate}, ‘D’)) = 1 THEN 13 — Sunday WHEN TO_NUMBER(TO_CHAR({custcol_jj_ee_duedate}, ‘D’)) = 7 THEN 12 — Saturday ELSE 14 — Other weekdays END How It Works Sunday (1): Subtract 13 days Saturday (7): Subtract 12 days Monday to Friday (2–6): Subtract 14 days