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Saved Search > Transactions of Non-Taxable Customers

edited May 26, 2022 7:53AM in Search / Reporting

Here's a sample Transaction Saved Search that will pull up sales transactions of your Non-Taxable Customers. This Saved Search will also identify transactions that have 0 tax and the total amount is not 0.

  1. Navigate to Lists > Search > Saved Searches > New
  2. Select Transaction
  3. Rename the Saved Search
  4. Under the Criteria tab, add the following filters:
    1. Type = is any of Cash Sale, Invoice
    2. Formula (Numeric) = is empty | Formula = {taxtotal}
    3. Main Line = is true
    4. Status = is not Invoice: Voided
    5. Formula (Text) = is 1 | Formula = case when {customermain.taxitem} = ‘-Not Taxable-‘ then 1 end
    6. Amount = is not 0.00
  5. Under the Results tab, add the following fields:
    1. Name
    2. Document Number

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Dominica Sevilla - Oracle | OTC / P2P / ASB Guru

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