How can I create a transaction saved search that gets all sales order where "convenience fee" is greater than the 3% of the "transaction total" ?

AI generated answer (using internal Slack threads):

To create a transaction saved search that gets all sales orders where "convenience fee" is greater than the 3% of the "transaction total", you can follow these steps: 1. Navigate to

Reports > New Search > Transaction

. 2. Set the

Type

criteria to

Sales Order

. 3. In the

Criteria

tab, add a new

Formula (Numeric)

criteria. 4. In the formula field, input the following formula:

CASE WHEN {custbody_convenience_fee} > ({total} * 0.03) THEN 1 ELSE 0 END

. Replace

custbody_convenience_fee

with the actual field id of your "convenience fee" field. 5. Set the operator to

is

and the value to

1

. This formula checks if the "convenience fee" is greater than 3% of the "transaction total". If it is, the formula returns 1, otherwise it returns 0. The search will then only return the sales orders where the formula is 1, i.e., where the "convenience fee" is greater than 3% of the "transaction total". ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******