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How to display Return Authorization Number when Applying Transaction is Credit Memo?

edited Jun 2, 2025 2:31PM in Search / Reporting 12 comments

I wrote a transaction type saved search where the CRITERIA contains Type = Return Authorization (among other criteria). IN the RESULTS I created two formulas, one that should display the applying transaction if the TYPE = Credit Memo and the other should display the applying transaction if the TYPE = Item Receipt. The formulas have been tried using both Numeric and Text, but neither of them work, and I am wondering if it is because my criteria is filtered just to Return Authorization. Here are my formulas:

Formula (text): CASE WHEN {applyinglinktype}="Credit Memo" THEN {applyingtransaction} ELSE "NA" END

Formula (numeric): CASE WHEN {applyinglinktype}="Credit Memo" THEN {applyingtransaction} ELSE 0 END

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