How can I get the total Sales Order amount from related records in a Saved Search? I have a Saved Search on Quotes, and each Quote can have multiple related Sales Orders. I want to calculate the total Sales Order amount per Quote without duplicating the Quote records. I also want to calculate the total Quote amount.

AI generated answer (using internal Slack threads):

To get the total Sales Order amount from related records in a Saved Search, you can use the following steps: 1. Create a new Saved Search based on the Sales Order record type. 2. In the Criteria tab, add a new criterion where Main Line is true. This will ensure that you are only looking at the total Sales Order amount, not individual line items. 3. In the Results tab, add the following fields: - Document Number: This will display the Sales Order number. - Amount (Summary Type: Sum): This will calculate the total amount of each Sales Order. 4. To link this to your Quotes, you can add a new criterion in the Criteria tab where Quote Number is in your list of Quote numbers. This will filter the Sales Orders to only those related to your Quotes. For the total Quote amount, you can create a separate Saved Search based on the Quote record type and follow similar steps. In the Results tab, add the Amount field with a Summary Type of Sum to calculate the total Quote amount. Please note that this approach will give you two separate Saved Searches - one for the total Sales Order amount per Quote and one for the total Quote amount. If you want to combine these into a single Saved Search, you would need to use a SuiteScript to pull data from both Saved Searches and combine them into a single report. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******