Search to show YTD Spending and Open Purchase Orders per Account

Please follow the steps below to create a YTD Spending and Open PO Saved Search:

1) Navigate to Lists > Saved Search > New > Transaction

2) Navigate to Criteria Tab > Standard subtab and enter the following filters:

Type is any of Check, Bill, Purchase Order

Main Line is true

Date is within this fiscal year to date

Status is none of Purchase Order: Closed, Purchase Order: Fully Billed

 

3) Navigate to Results tab > Columns subtab and enter the following fields:

Account Summary Type is Group

Formula (Currency)  with the formula: Case When {type} in ('Bill', 'Check') then {amount} else 0 end. Also, sum this Summary Type and add a Custom Label to this field

Formula (Numeric) with the formula: Case When {type} = 'Purchase Order' then {amount} else 0 end. Also, sum this Summary Type and add a Custom Label to this field

 

4) Click Submit