Saved Search to Compare the Base Price and Purchase Price of Items

Written by
John David Dy
Published on
February 29, 2024 at 6:30:35 AM PST February 29, 2024 at 6:30:35 AM PSTth, February 29, 2024 at 6:30:35 AM PST

Scenario

User would like to compare the Base Price of an Item against the Cost of the Preferred Vendor set in the Item record.

User created an Item Search and added theBase Price,Preferred VendorandVendor Priceas a column fields in theResultstab. However, the user is able to see multiple lines for the same item showing theVendor Priceof other vendors set in the Item record. User would only like to see one line for the Vendor Price of the Preferred Vendor.

Solution

  1. Navigate toLists>Search>Saved Searches>New
  2. Type: SelectItem
  3. Provide SearchTitle
  4. In theCriteriatab >Standardsubtab
  5. Field:
    • SelectFormula (Numeric)
      • Formula:EnterCase when {vendor} = {othervendor} then 1 ELSE 0 END
      • Value:Enterequal to 1
  6. ClickSave & Run