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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
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