[steve@pclaptops.com Contributions: 0Level 1☆]

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: 0Level 1☆]

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

[steve@pclaptops.com Contributions: 0Level 1☆]

Thank you!

[steve@pclaptops.com Contributions: 0Level 1☆]

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?

[shawna Contributions: 0Level 1☆]

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

[steve@pclaptops.com Contributions: 0Level 1☆]

Thank You!

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