This topic contains 4 replies, has 0 voices, and was last updated by dominicb 6 years, 9 months ago.
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February 8, 2018 at 11:46 am #22577
n.tiwari@manduka.comHi,
For a customer search that I am trying to do, it should only pull customers that have SOs with $0 amount only. But when I run the search I get customers which has a mix of $0 and greater than $0 amount SOs in them. How do I fix this? Attached is my criteria of the customer search.
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February 8, 2018 at 12:18 pm #22578
eleranAdd 1 more criteria
Transaction : Main Line is true
worked for me
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February 8, 2018 at 12:31 pm #22579
n.tiwari@manduka.comeleran Thanks for the suggestion. It significantly reduced my results but I still get the customers having sales orders amount greater than 0.
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February 8, 2018 at 2:19 pm #22580
pcutlerOriginally posted by n.tiwari@manduka.com
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eleran Thanks for the suggestion. It significantly reduced my results but I still get the customers having sales orders amount greater than 0.
This search would give you all customers having $0 sales orders, who may also have non-zero sales orders. To search for customers with only $0 sales orders, you will have to use grouping and specify that the min and max amounts are $0.
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February 12, 2018 at 6:07 am #22581
dominicbI'd tackle it a different way and run a transaction search instead:
Criteria:
Type: Sales Order
Main Line: True
Amount: Is 0.00
Date: (if appropriate for your case)
Results:
Customer:Name: Group
Document Number
Results:SORT BY
Customer:Name
That should give you a result set of customer names, and the option to drill down to transaction level.
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