write a formula for a saved search to filter vendor bills whose total transaction amount was changed after the invoice was approved

AI generated answer (using internal Slack threads):

To create a saved search that filters vendor bills whose total transaction amount was changed after the invoice was approved, you can follow these steps: 1. Navigate to

Reports > Saved Searches > All Saved Searches > New

. 2. Select

Transaction

as the record type. 3. In the

Criteria

tab, add the following filters: -

Type

is

Vendor Bill

-

Status

is

Billed

-

Approval Status

is

Approved

4. In the

Results

tab, add the following fields: -

Name

-

Document Number

-

Amount

-

Status

-

Approval Status

5. In the

Summary

tab, add a

Formula (Numeric)

field with the following formula:

CASE WHEN {amount} != {custbody_original_amount} THEN 1 ELSE 0 END

. This formula checks if the current amount of the vendor bill is different from the original amount at the time of approval. If it is, it returns 1, otherwise it returns 0. 6. Set the

Summary Type

of this field to

Sum

. This will give you the total number of vendor bills whose amount was changed after approval. 7. Save the search. Please note that

{custbody_original_amount}

is a custom field that should be created to store the original amount of the vendor bill at the time of approval. This field should be updated by a workflow or script when the vendor bill is approved. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******