Transaction Saved Search to Show Discount Item and Discount Rate

User may need to create a Transaction Saved Search of Sales Orders which will display the Discount Item Name and Discount Rate.

1. Navigate to Reports > Saved Searches > All Saved Searches > New
2. Click Transaction as Search Type
3. Search Title: Enter Title
4. Click Criteria tab
5. Click Standard subtab
6. Filter:
   
   • Select Type
   1. Type: Select any of
   2. Select Sales Order
   3. Click Set
7. Click Results tab
8. Click Columns subtab
9. Field:
   Note: For every required field use the drop-down menu to select it and once adjusted click Add if needed.
   
   • Select Date
   • Select Type
   • Select Document Number
   • Select Name
   • Select Amount
   • Select join field Item Fields…
   • Item Field: Select Type
   • Select join field Item Fields…
   • Item Field: Select Name
   • Select Amount Discount
   • Select Formula (Text)
   • Formula: Enter CASE WHEN {item.type} = 'Discount' THEN {rate} END
   • Custom Label: Enter Discount Rate
   • Note: The Discount Rate field is still tracked under Enhancement 235156. 
10. (Optional) Click Available Filters tab
11. Filter:
    Note: For every required field use the drop-down menu to select it and once adjusted click Add if needed. Add any other necessary fields.
    
    • Select join field Item Fields...
    • Item Filter: Select Type - to filter Discount Items only
    • Select Document Number/ID - to filter only a specific Sales Order number
    • Show in Filter Region: Enter Checkmark
12. Click Save & Run