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NSC | How to show Invoice lines that are taxable or with tax amounts in a Saved Search?
Scenario:
In some cases, users may need to generate an Transaction Saved Search to show the taxable lines in Invoices.
Solution:
1.) Navigate to Lists > Search > Saved Searches > New
2.) Select Transaction
3.) Under the Criteria tab of the Saved Search:
Type = Invoice
Main Line = False
Tax Line = False
Formula (Numeric)
Formula: CASE WHEN {taxamount} = 0 OR {taxamount} IS NULL THEN 0 ELSE 1 END
Formula (Numeric) = Not Equal to O
Note: You can add or remove the other filters, but make sure the Formula (Numeric) is there
3.) In the Results tab, you can add additional columns:
Amount (Tax)
Item
4.) Save and run your Saved Search
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