NSC | How to create a Saved Search to show when a Transaction has been completed?

In cases where users want to check the date when specific Customer Transactions have been completed, they may create a Saved Search and use a Formula (Date) to achieve it.

Here are the steps users can take:

1. Navigate to Reports > Saved Searches > All Saved Searches > New  

2. Search Type: Select Transactions

3. Title: Enter Name

4. Click Criteria > Standard

5. Add the following filters:

• Type = Invoice, Cash Sale, Credit Memo, Return Authorization

6. Under the Results, add the following fields:

Field | Summary Type | Formula

• Document Number | Group
• Type | Group
• Formula (Date) | Group | CASE WHEN {type} IN('Invoice') AND {systemnotes.newvalue}='Paid In Full' THEN {systemnotes.date} WHEN {type} IN('Cash Sale') AND {systemnotes.newvalue}='Deposited' THEN {systemnotes.date} WHEN {type} IN('Credit Memo') AND {systemnotes.newvalue}='Fully Applied' THEN {systemnotes.date} WHEN {type} IN('Return Authorization') AND {systemnotes.newvalue}='Refunded' THEN {systemnotes.date} END