Saturday, November 10, 2018

Create a transaction saved search that will show item quantity per transaction type

1. Navigate to Lists > Search > Saved Searches > New.

2. Click Transactions.


3. Set the following filters under Criteria tab > Standard subtab:


  • Type=is any of Invoice, Estimate
  • Main Line=is false
  • Account= select inventory item income account (e.g.) Sales
4. Set the following fields under Results tab > Columns subtab:

  • Name
  • Number
  • Quantity
  • Item
  • Formula (Numeric) / Formula = CASE WHEN {type}='Invoice' then {quantity} else null END / Custom Label=Invoice
  • Formula (Numeric) / Formula = CASE WHEN {type}='Estimate' then {quantity} else null END / Custom Label=Estimate


5. Click Save & Run.


Note: You may add more Formula (Numeric) for other transaction type

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