Wednesday, January 16, 2019

How to add formula for search results where quantity ordered = quantity packed

1. Navigate to Reports > Saved Searches > All Saved Searches > New.

2. Select Transaction.

3. Under the Criteria tab > Standard Subtab > Add filters:

     Type = Sales Order

     Main Line = No

     Tax Line = No

    Shipping Line = No

     Formula (Numeric) =

          Formula = case when {quantitypacked} = {quantity} then 1 else 0 end

          Formula Numeric = equal to >

          Value = 1

4. Under the Results tab > columns subtab > Add fields: Date, Number, Name, Amount, Quantity and Quantity Packed. You may add or remove fields you want to show as columns on your search.

5. Rename search and hit Save and Run.

 

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