This topic contains 5 replies, has 0 voices, and was last updated by steve@pclaptops.com 8 years, 10 months ago.
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steve@pclaptops.com- Contributions: 0
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I am trying to create a sales report that lists only those sales that occurred without a specific item. When I select Main Line, it returns all sales regardless of the item. If I attempt to exclude the item from the search, it still shows all sales. Does anyone know how to accomplish this?
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khultquist- Contributions: 0
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The way to do this is with a Saved Search (not a report), using summary criteria. Here’s an example:
Criteria
Standard
Type is Sales Order
Main Line is false
Criteria
Summary
Sum Formula (Numeric) is 0 case when {item} = ‘your item number’ then 1 else 0 end
Results
Document Number Group
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steve@pclaptops.com- Contributions: 0
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Thank you!
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steve@pclaptops.com- Contributions: 0
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I worked with the above solution and found it to be very effective at stripping out the specific item. Unfortunately, I didn’t make it clear that I want to remove the entire Sales Order and all other items that may be on that Sales Order with the specific item from the results. Does anyone know how to accomplish this?
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shawna- Contributions: 0
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I would use a transaction search type= sales order; main line = true ; item on any line = includes none of your item
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steve@pclaptops.com- Contributions: 0
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Thank You!
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