Tuesday, November 20, 2018

Formula to Compare Sales Order’s Shipping Address with the Customer’ s Shipping Address

 

Solution:

1. Navigate to Reports > New Search> Transactions> click on Create Saved Search button

2. Rename Search Title

3. On the Criteria tab> Standard sub tab

>>     *Filter     | * Description

**     Type        | set to is 'any of' select  Sales Order
**     Main Line | set to yes

4. On the Results tab> Columns sub tab ** users may include fields they need to see

>> * Fields            | Formula

**  Formula (Text)   | CASE When SUBSTR({shipaddress}, -1, 28) = SUBSTR({customer.shipaddress}, -1, 28) then 'equal' else 'not equal' end
5. Save and Run 

Notes:

{shipaddress} = Shipping Address on the transaction
{customer.shipaddress} = Customer/Project fields… then select Shipping Address

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