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Saved Search COGS & Invoice Amount Not Matching with Trial Balance ?

in Dashboards 5 comments

I need a Saved Search that includes the following details:

  • Sales Order Document Number
  • Related Item Fulfillment
  • COGS Amount
  • Invoice Amount

The total COGS Amount and Invoice Amount should match the Trial Balance report. However, when I tried creating the Saved Search, the totals are not matching with the Trial Balance values.

If anyone knows the correct approach or has faced a similar issue, please help.

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