Saved search to display all line items on invoices that do not use the same price level set as default in the customer record

To create a saved search to display all line items on invoices that do not use the same price level set as default in the customer record, users can perform the following steps:

1. Navigate to Reports > Saved Searches > All Saved Searches > New > Type = Transaction.

2. Name the search.

3. In the Criteria tab > Standard subtab, add the following filters:
•Type = Invoice
•Main Line = F
•Shipping Line = F

4. In the Criteria tab > Summary subtab, add these details:
•Summary Type = Maximum
•Field = Formula (Numeric)
•Formula = case when {pricelevel} = {customer.pricelevel} then 1 else 0 end. In the Formula (Numeric) field, set the Value equal to 0.

5. In the Results tab > Columns subtab, add the following fields:
Field | Summary Type

• Date | Group
• Document Number  | Group
• Name | Group
• Item | Group
• Price Level | Group (Rename this column to Line Item Price Level)
• Customer/Project : Price Level | Group (Rename this column to Customer Record Price Level)
• Amount | Sum
• Formula (Numeric) | Maximum | Formula = case when {pricelevel} = {customer.pricelevel} then 1 else 0 end

6. Click Preview or Save

Note: In the Criteria tab > Summary subtab, users can opt to set the Value equals 1 to return the lists of items on invoices that use the same price level as setup in the customer record.