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NSC | How to create a Transaction Saved Search to show Sales Order Total with Item Amount only?

edited Jan 10, 2024 7:59PM in Accounting / ERP 1 comment


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 

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