Scenario
How to create a saved search to retrieve custom pricing assigned to customers.
Solution
1. Navigate to Reports > New Search > Transaction.
2. On the Criteria tab > Standard sub tab, add the following:
- Inactive is false
It should look like this:
3. On the Results tab > Columns sub tab, add the following:
- Name
- Formula (Numeric) | Formula: CASE WHEN {itempricinglevel} = 'Custom' THEN {itempricingunitprice} ELSE 0 END
- Formula (Text) | Formula: CASE WHEN {itempricinglevel} = 'Custom' THEN {itempricinglevel} ELSE NULL END
It should look like this:
Note: You may add any other fields as required.
4. Rename the Saved Search > Save