Saved Search to Pull up Base Price and Other Price Levels for a Specific Currency
Published on
December 26th, 2023
Scenario
User has multiple currencies setup under theSales/Pricingtab of item records and would like to create a saved search to pull up theBase PriceandPrice Levelfor a specific currency.
Solution
- Navigate toReports>Saved Searches>All Saved Searches>New
- SelectItem
- Search Title:EnterTitle
Example:Multi-Currency Price Levels - ClickCriteria
- Go toStandard>Filter
Always clickAddonce Filter is selected and adjusted as needed.- SelectPricing Fields...
- SelectCurrency
- SelectUSD(or any desired currency)
- SelectPricing Fields...
- SelectPrice Level
- SelectBase Price,Price Level 1(or other specific price levels)
- SelectPricing Fields...
- ClickResults
- Go toColumns>Field
Always clickAddonce Field is selected and adjusted as needed.- SelectName
- Summary Type:SelectGroup
- SelectFormula (Numeric)
- Summary Type:SelectMaximum
- Formula:Entercase when {pricing.pricelevel} = 'Base Price' then {pricing.unitprice} else 0 end
- Summary Label:EnterBase Price
- SelectFormula (Numeric)
- Summary Type:SelectMaximum
- Formula:Entercase when {pricing.pricelevel} = 'Price Level xx' then {pricing.unitprice} else 0 end
- Summary Label:EnterPrice Level 1
- SelectName
- ClickSave & Run