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NSC | How to create a Transaction Saved Search to show Sales Order Total with Item Amount only?
In cases, Users want to track the Sales Order Total that excludes other charges such as Shipping, Tax, and Discount Amount and retain the Item Amount, they can run a Saved Search and use a Formula (Numeric) as Criteria to achieve it.
Here are the Criteria filters and Results fields you may add to your Saved Search:
1. On the Criteria Tab, under the Standard sublist, add the following filters:
- Type = Sales Order
- Main Line = True
2. On the Criteria Tab, under Summary sublist, add the filter:
Sum = Formula (Currency) is not 0 = nvl({totalamount},0)-nvl({discountamount},0)-nvl({taxtotal},0)-nvl({shippingamount},0)
3. On the