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Why Are My CASE WHEN Formulas Working Inconsistently?

in Ask A Guru 18 comments

Hello Gurus!

I need a little help please. We have some formulas that do not have any "expression errors". However, they are not picking up values as expected.

Formula 1:

CASE WHEN { recordtype } IN ( 'cashsale', 'itemfulfillment' ) THEN { cogsamount } ELSE 0 END

Formula (currency), summary = sum

Use case: I have a cash sale trx and an IF trx that use the cogs accounts and show it in GL impact. However, when I run this formula, other components of the search are valid, such as inventory affected and display correct numbers, etc., but the cogs column is empty. Interestingly, it works for some older, pre-existing trxs affecting cogs accounts, but not my new trxs. I compared those old trxs with my new test trxs and i don't see any difference in terms of any setup or any account usage. Any ideas?

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