NSC | How To Check Vendor and Transactions Terms Mismatch?

Scenario: User would like to check transactions that have different Terms from the Vendor record.

To resolve this, we may create a Transaction Saved Search and filter out Purchase Orders and Vendor Bills that have different Terms.

Here are the steps we may take:

1. Navigate to Lists > Search > Saved Searches > New
   
2. Select Transaction
   
3. Enter Search Title
   
4. Under Criteria
   > Standard tab, add the following filters:
   
   - Type
   = Any of Bill, Purchase Order
   - ​​​​​​​Name = Select Vendor
   - Formula (Text)
   Formula: Enter Case When (NVL({vendor.terms},0) != NVL({terms},0)) Then 'Yes' End
   Formula (Text): Select is
   Formula (Text): Yes
   
5. Click Save & Run

On the results page, we will be able to pull up the list of mismatch terms for