Scenario
Saved Search> Display Sales Order related COGS amount
Solution
1. Navigate to Reports > Saved Searches > All Saved Searches > New
2. Select Transaction as the Type
3. Under the Criteria tab > Mark Use Expressions
4. Under the Criteria tab > Standard subtab > add Filters:
- a. Parens: ( | Filter: Type | Description: Sales Order | And/Or:AND
- b. Filter: Applying Link Type | Description: Receipt/Fulfillment | Parens:) | And/Or:OR
- d. Parens: ( | Filter: Account | Description: Cost of Goods Sold Account | And/Or:AND
- e. Filter: Type | Description: Journal, Inventory Adjustment | | Parens:)
5. Under the Results tab > Columns subtab:
- a. Fields:Name
- b. Fields:End User
- c. Fields:Item
- d. Fields: Formula (Numeric) | Formula: case when {type} = 'Sales Order' then {applyingtransaction.cogsamount} else {amount} end
- e. Fields: Formula (Date) | Formula: case when {type} = 'Sales Order' then {applyingtransaction.trandate} else {trandate} end
6. Change the Search Title
7. Click Save & Run