Michael McNamara
10/31/2024, 11:13 PMCeligo AI
10/31/2024, 11:13 PMAI generated answer (using internal Slack threads):The issue of a saved transaction search doubling the amount when using SUM can occur due to various reasons. Here are some possible solutions: 1. Main Line Filter: Ensure that your search is filtered with Main Line = False. This is to avoid summing up the main line which includes the total of all lines. 2. Duplicate Lines: Check if there are duplicate lines in your search. If there are, it could be the reason why the sum is doubled. You might need to adjust your search criteria to exclude these duplicates. 3. Applying Transaction Fields: Limit your criteria by "Applying Transaction Fields". This can help in avoiding the sum of duplicate lines. 4. Grouping and Joining: If you're grouping or joining on a field, make sure that it doesn't result in duplicate lines. If it does, it could double the sum. 5. Location Filter: If you're using multiple locations and have a column for location on hand or location avg cost, make sure to filter it to a single location for testing. 6. Transaction Type Criteria: Ensure that you have a criteria for transaction.type to avoid summing up different types of transactions. 7. Exclude Tax Line: If possible, exclude 'tax line' in criteria. This can help in avoiding the sum of tax lines which could double the total. 8. Sales Team Member Results: If your search has results for Sales Team Member, and there are multiple persons listed on the Transaction Sales Team sublist, it could double the sum. Make sure to adjust your search criteria to avoid this. Remember, the exact solution can vary depending on the specific scenario and the structure of your saved search. It's always a good idea to thoroughly review your search criteria and results to identify any potential issues that could be causing the sum to double. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Celigo AI
10/31/2024, 11:13 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.827802181
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.826295197
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.82185322
Celigo AI
10/31/2024, 11:13 PM