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Is there a native/better way to create a search to list any orders where sales order &lt;&gt; sum of cash sale - cash refunds -- e.g. orders where we still have to either bill or refund customers?

Not sure what you are doing with the refunds part. Perhaps sales order status is what you are looking for

People can change sales orders as long as line hasnt shipped, so if multiple lines on order, maybe one line cancelled or modified - need to check if they didnt create appropriate cash sale or refund

sum of all cash collected/refunded should equal the actual SO total

so like a grouped related transaction sum was what I was thinking of in saved search

a sales order that had a status with pending billing in its name is missing a cash sale

i dont understand about the cash refund since it applies to the cash sale or return authorization

its not really related to the sales order

and subtracting the value of a cash refund will just cancel out the cash sale (or perhaps double it if you do the sign wrong)

Thats the goal to find any orders where sum of transactions is not 0

in case somebody fucked with an order and didnt properly trigger the transaction change, e.g. cash refund

a fully billed, fully refunded sales order would have a total equal to the sales order total

a fully billed sales order with no refunds would be 0

ya its more for outliers, I think I will be able to do it via a saved search with grouped case statement sum