Scenario:
In order to create a Saved Search for COGS amount from Sales Transactions, the user needs to create two separate saved searches.
One for Standalone Invoices and the other for Invoices created from Sales Orders
Solution:
For the Search of Simple Standalone Invoices/Cash Sales COGS amount:
1. Go to Reports > Saved Searches > All Saved Searches > New.
2. Select Transaction as the search type.
3. Under the Criteria tab > Standard subtab, enter the following filters:
- Type = is any of Invoice, Cash Sale
- Account Type = is Cost of Goods Sold
4. Under the Results tab > Columns subtab, enter the following fields:
- Name --> under the Summary Type column, select Group
- Number --> under the Summary Type column, select Group
- Account --> under the Summary Type column, select Group
- Amount --> under the Summary Type column, select Sum (this will show COGS amount)
- Amount (Transaction Total) --> under Summary Type column, select Maximum (this will show Sales total)
5. Name the Search.
6. Click Save & Run.
For the Search for Invoices and Cash Sales created from Sales Orders COGS amount:
1. Go to Reports > Saved Searches > All Saved Searches > New
2. Select Transaction
3. Under the Criteria tab, Summary subtab, enter the following Filters:
- Type = is any of Sales Order
- Billing Transaction = none of -None-
- Billing Transaction Fields... = Type = is any of Invoice, Cash Sale
4. Under the Results tab, Columns subtab, enter the following Fields:
- Billing Transaction --> this shows the Invoice or Cash Sale Number
- Billing Transaction Fields... = Amount --> this shows Invoice amount
- Fulfilling/Receiving Transaction Fields... = COGS Amount --> this shows COGS amount
5. Name the Search.
6. Click Save & Run.