Problem:
Customer needs to a report to compare quantity sold per item per transaction. This should only show all in one line on the report.
Customer needs to a report to compare quantity sold per item per transaction. This should only show all in one line on the report.
Solution:
a search which pulls a specific set of
transactions (e.g. sales orders, invoices, cash sales) and present the total
sum quantity of item A and the total sum quantity of item B sold against each
sales order as a single line item record with a field for each item.
eg: SO Id, Sales
Person, Total Red Widgets, Total Blue Widgets
a saved transaction search and set the
following on the results tab:
1. Navigate
to Reports>Saved Searches>All Saved Searches>New
2. Click Transactions
3. Under the Criteria tab, set type to certain transaction type (e.g. Sales Order, Invoice, Cash Sale)
4. On the Results tab, set the following:
2. Click Transactions
3. Under the Criteria tab, set type to certain transaction type (e.g. Sales Order, Invoice, Cash Sale)
4. On the Results tab, set the following:
a.
Field : Number
Summary Type: Group
Field : Number
Summary Type: Group
b.
Formula (Numeric) : case when {item.id} = XXX then {quantity} end
Summary Type: Sum
Formula (Numeric) : case when {item.id} = XXX then {quantity} end
Summary Type: Sum
Note: XXX is the
internal ID of the various items. as
many Formula (Numeric) fields for each item you are selling.
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