Solution:
1. Go to Lists > Search > Saved Searches > New
2. Select Transaction
3. On the Criteria tab > Standard subtab
-- Main Line is true
4. On the Results tab > Columns subtab
-- Set the summary type Maximum for all formula fields:Formula (Numeric) = count(case when {type} = 'Return Authorization' then {number} end)
Formula (Numeric) = count(case when {type} = 'Invoice' then {number} end)Formula (Percent) = count(case when {type} = 'Return Authorization' then {number} end)/nullif(count(case when {type} = 'Invoice' then {number} end),0)
5. Click Save and Run
6. The first formula counts the number of Return Authorizations
7. The second formula counts the number of Invoices
8. The third formula divides the 1st formula by the 2nd formula and uses the expression below to avoid the error message : "ERROR: Possible Divide by Zero"
YYY/nullif(XXX, 0)
Where:
*YYY is the 1st formula
*XXX is the 2nd formula
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ReplyDeleteCRM with Invoicing