Search that totals Sales Order and Purchase Order per Item

To create a list of items and their total Sales Order and Purchase Order, you may use the following:

 

1. Navigate to Reports > New Search
2. Select Transaction type
3. Click Create Save Search button
4. Under Criteria Tab, Standard Subtab, set the following:
-- Type = Sales Order and Purchase Order
-- Main Line = False
-- Tax Line = False
-- Shipping Line = False
-- COGS = False
5. Under Results Tab, Columns subtab:
-- Item = Group
-- Formula (Currency)
- Custom Label "Purchase Order Total" - case when {type}= 'Purchase Order' then {amount} else 0 end
- Custom Label "Sales Order Total" - case when {type}= 'Sales Order' then {amount} else 0 end
- Custom Label "Variance" - (case when {type} = 'Sales Order' then {amount} else 0 end)-(case when {type} = 'Purchase Order' then {amount} else 0 end)
6. Rename.
7. Save and Run.