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Transaction saved search that excludes Invoices Paid in Full, when a Credit Memo is the Payment

edited Jun 27, 2023 5:59PM in Ask A Guru 24 comments


I need to create a saved search list of Invoice line Items to determine Entitlement. We sometime have to issue a Credit Memo after an invoice is created because a Customer may cancel. I need to exclude the any reference to Invoices that were considered Paid in Full by a Credit Memo.

I am trying to accomplish when an Invoice, Applying Transaction Type is Credit Memo, do not return any row for the Invoice

I have watched Guide to Applied Transaction& Applying Transaction fields on Saved Search Video & I have reviewed SuiteAnswer 92641, 95483 (I reported an error in this SuiteAnswer at Select Credit Memo: Fully Applied, should be "None of" ) & 93503 but that formula should be Formula (Numeric) and not Text. No results from this formula.

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