Create a Customer Saved Search to show Customer's Item Pricing Information

1. Navigate to Reports >Saved Searches > All Saved Searches > New
2. Select Search Type = Customer
3. Enter the desired name of the search under the Search Title field
4. Navigate to Criteria tab > Standard subtab and add the following filters:

a. Field: Formula (Numeric)
   Formula: (case when {itempricingunitprice} is null then 1 else 0 end) + (case when {pricing.unitprice} is null then 1 else 0 end) 
   Formula (Numeric) = not greater than or equal to 
   Value = 2

5. Navigate to Criteria tab > Summary subtab and add the following filters:

 Use Expressions field = True

a. Summary Type : Sum | Formula: case when {pricingitem} ={pricing.item} then 1 else 0 end | Formula (Numeric) = equal to | Value = 1 |And/Or = Or
b. Summary Type : Sum | Formula: case when {pricing.unitprice} is null then 1 else 0 end| Formula (Numeric) = equal to | Value = 1 |And/Or = Or

6. Navigate to Results tab > Sort By: Name
    Navigate to Results tab> Then By: Pricing Item
    Navigate to Results tab > Then By: Item Pricing Level 

7. Navigate to Results tab > Columns subtab > Field column and add the following fields:

a. Name | Summary Type: Group
b. Pricing Item | Summary Type: Group
c. Item Pricing Level | Summary Type: Group
d. Formula (Currency) | Summary Type: Group 

   Formula: case when {pricing.unitprice} is null then {itempricingunitprice} else {pricing.unitprice} end |    Custom Label: Unit Price | Summary Label: Unit Price

8. Click Save & Run button.          

Please take note that if you have Quantity Pricing Schedules in your item record, then the Unit Price in each price level of the items specified in the item records would also show these price levels. Like if you have five (5) quantity range pricing schedules in the item record for the particular price level specified in the item record with corresponding unit prices then the search result would also show (5) rows of the same price level showing the different unit prices for each quantity range.    

Should you prefer to show only the minimum quantity or the unit price for each price level, you may need to add another filter under Criteria tab > Standard subtab:   

a. Field: Formula (Numeric) | Formula: case when {pricing.minimumquantity} is null or {pricing.minimumquantity} = 0 then 1 else 0 end | Formula (Numeric) = equal to | Value = 1

This saved search does not include the customers that have Custom Price Level on the Customer Record > Financial tab > Item Pricing subtab. To see the steps to create such search please see Suite Answers ID 26358