Exclude Member Items if Sold as Part of a Kit/Package on Item Fulfillment Saved Search

When fulfilling orders with Kit/Packages, in addition to the Kits, components which are lot-numbered, serialized, and/or using bins will also appear on the Item Fulfillment to allow users to configure Inventory Details.

Therefore, in creating a transaction saved search, items shown will normally include these components on the result. This misleads users that items ordered are duplicated.

To resolve, please do the following steps:

1. Edit the transaction saved search.
2. Navigate to Results tab > Columns sub tab > replace Item with the following field: 
Formula (Text)
Set the Formula: Case when {appliedtotransaction.type} in ('Sales Order') then {appliedtotransaction.item} else null end

3. Set the Summary Type: Group.
4. Hit Save and Run.

Note: This way, the items to be shown will be sourced from the Sales Order and not from the Item Fulfillment, to further avoid duplicates.