Saved Search to Pull up Base Price and Other Price Levels for a Specific Currency

Written by
John David Dy
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

  1. Navigate toReports>Saved Searches>All Saved Searches>New
  2. SelectItem
  3. Search Title:EnterTitle
    Example:Multi-Currency Price Levels
  4. ClickCriteria
  5. 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)
  6. ClickResults
  7. 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
  8. ClickSave & Run