Scenario Some users want to get the shipping cost from their invoices because they sometimes change the amount prior to billing the customer. Solution Navigate to Lists > Search > Saved Searches > New Select Transaction as the search type In Criteria tab: FILTER Account Type is any of Income, Cost of Goods Sold … Continue reading Customer Profitability Saved Search using Shipping Costs from Invoice instead of from Item Fulfillment
Tag: saved serach
Display Account Number and Account Name on Separate Columns in an Account Saved Search
For this, use the formula Formula (Numeric) | Formula: SUBSTR({name}, LENGTH({number})+2, LENGTH({name})-LENGTH({number}))
Saved Search to show the total quantity of each item in all open Sales Orders.
Saved Search Criteria tab. Type: is Sales Order Main Line: is false. COGS Line: is false. Tax Line: is false. Shipping Line: is false. Status: is any of Sales Order: Pending Fulfillment, Sales Order: Partially Fulfilled Subsidiary: Select the required Subsidiary. Results tab: Internal Id: Summary Type (Group) Document Number: Summary Type (Group) Item:… Continue reading Saved Search to show the total quantity of each item in all open Sales Orders.