formula for saved search for net sales
# ask-stanley-ai
y
formula for saved search for net sales
c
AI generated answer (using internal Slack threads):
Based on the conversations, it seems like the formula for a saved search for net sales would depend on the specific requirements of the search. However, here are some general guidelines: 1. For a saved search that calculates the average time between the invoice date and the payment date, you could use a formula field like this:
FLOOR(NVL({paymentdate},{today})-{invoicedate})
. Make the summary type of the field = average; show totals for the saved search. 2. For a saved search that calculates the percentage of sales by item in comparison to the total overall, you would need to create a formula that divides the sales of each item by the total sales. Unfortunately, the exact formula was not provided in the conversations. 3. For a saved search that creates a running balance for a quantity field, you can create a Transaction Saved Search. In the Criteria, add 'Posting' = True, then add a Formula (Numeric) field. For the formula, enter:
case when {account.number} = '(insert your item asset account)' then 1 else 0 end
. Add 'Date' to your Available Filters. In the Results, add 'Item' (Group) and 'Quantity' (Sum). This will show the on hand running balance for items at all locations. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.829834819
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.820635557
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.819514
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