Search If The Child Customers Have a Parent with Different Currency or Subsidiary Defined

To pull up the list of child customers that have a parent customer with a different currency or subsidiary defined in a OneWorld account, a customer search may be done following the steps below:

1. Navigate to Reports > Saved Searches > All Saved Searches > New
2. Select Customer on the list.
3. Check the Use Expressions box under the Criteria subtab.
4. Set the following filters under Standard subtab.
5. Select Parent Customer fields… and select Name/ID
6. Select is not empty and click Set button
7. Select And under the And/Or column and hit Add.
8. Select ( on the Parens Column
9. Select Formula (Text) under the Filter column.
10. Enter the formula below in the Formula field: Decode({subsidiary},{parentcustomer.subsidiary},'yes','no')
11. Set the Formula (Text) to is, set Value to no and click on Set.
12. Select Or under the And/Or column and hit Add.
13. Select Formula (Text) under the Filter column.
14. Enter the formula below in the Formula field: Decode({currency},{parentcustomer.currency},'yes','no')
15. Set the Formula (Text) to is, set Value to no and hit Set.
16. Select ) under the Parens column
17. Click Add button
18. Go to Results tab
19. Click Columns sub tab and make sure the following fields are added:
--Currency
--Subsidiary
-- Parent Customer fields… and select Name
-- Parent Customer fields… and select Subsidiary
-- Parent Customer fields… and select Currency
20. Enter name on the Search Title field
21. Click Save & Run button