2 Replies Latest reply on Dec 20, 2019 11:35 AM by Ravi Thota

    Saved search formula help

    Yusuf - Reading

      Hi,

      I hope someone here can help me with a saved search formula

       

      I am creating a saved search which shows bill and the date the bill was paid along with the GL account codes. i can't use Main line is true as I need the GL account codes.

       

      There are scenarios where one bill has been partially applied to a credit note and the remaining is a bill payment, in my report I only want to see the line where a bill has been applied to bill payment and I don’t want to see an additional line where the same bill has been applied to the credit note.

      But if the bill is fully applied to the credit note then I want to see that line of data.

       

      Is there anyway I can add a formula in the criteria of the search, if yes then how do i do that?

       

      Name

      Inv Num

      Amount in (USD)

      Pay date

      Type

      Amount Paid

      Comments

      XYZ

      6826

      4,403.66

      07/11/2019

      Bill Credit

      2688

      I don't want to see this line

      XYZ

      6826

      4,403.66

      21/10/2019

      Bill Payment

      1,715.66

      I want to see this line

       

       

       

       

       

       

       

      ABC

      1234

                                    3,000.00

      29/11/2019

      Bill Credit

                          3,000.00

      I want to see this line

       

      Thanks

      Yusuf