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NSC | Saved Search > Sales Order and Customer Deposit Amount not Balance
Here's a Saved Search you can create to check the Sales Orders that have Customer Deposits with different amount.
- Navigate to Lists > Search > Saved Searches > New
- Select Transaction
- Under the Criteria tab > Standard subtab, add the following filters:
- Type = Sales Order
- Applying Transaction Type = Customer Deposit
- Under the Criteria tab > Summary subtab, add the following formula:
- Summary Type = Maximum
- Field = Formula (Numeric)
- Description = is 1
- Formula = case when sum{applyingtransaction.amount} != max{totalamount} then 1 else 0 end
- Under the Results tab, add necessary fields
- Rename the Saved Search
- Click Save & Run
I hope this helps! ❤ Feel free to share your own tips and tricks under
Dominica Sevilla - Oracle | OTC / P2P / SCM Guru
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