How to Create an Item List Showing the Price Levels Per Currency

Business Use Case

 

User needs a list of Items that shows the Base Price per Currency. These Prices must be shown per column.

 

Solution

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

2.    Under the Criteria tab, Users can set Filters like Price Levels.

Example: Pricing Fields... > Price Level = Base Price

3.    Click on Results tab. Remove Fields that is unnecessary.

Name should have Summary Type=Group

4.    Add Formula (Currency). Set Summary Type=Maximum

5.    Add a Formula:

Case When {pricing.currency} = 'Currency XX' then {pricing.unitprice} Else 0 End

Example: Case when {pricing.currency} = 'Australian Dollar' then {pricing.unitprice} Else 0 End

6.    Set a Summary Label which is equal to Currency XX.

7.    Enter a Search Title and click Save & Run.

Results can now be verified by viewing the Item record > Sales/Pricing tab.