Hi everyone! I need help creating a Saved Search that will only show customers that have an Invoice and Credit Memo with a status of Open. I'm trying with formulas too, but not being able to get just invoice and credit memo. Any help/suggestions?

Create transaction search Type= invoice and credit memo Status = open Use summary filter : count of transaction name >= 2 In result use count on transaction name and group Customer

Just to confirm this? I tried and it's giving me customers that have just invoice or just credit memos as well

In your summary criteria I think you could have two separate criteria with formulas, something like: CASE WHEN {type} = 'Invoice' THEN {internalid} ELSE NULL END And make sure the count of each is >2

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Thank you so much! This worked for me as well 🙂 Sending lots of good luck your way!