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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  • #5394

    steve@pclaptops.com

    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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  • #5395

    khultquist

    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

  • #5396

    steve@pclaptops.com

    Thank you!

  • #5397

    steve@pclaptops.com

    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?

  • #5398

    shawna

    I would use a transaction search type= sales order; main line = true ; item on any line = includes none of your item

  • #5399

    steve@pclaptops.com

    Thank You!

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