Tiina Böös
07/21/2025, 6:40 AMCeligo AI
07/21/2025, 6:40 AMAI generated answer (using internal Slack threads):To get the net total of a transaction, you can use a formula in a saved search. The formula would be
{amount} - NVL({shippingamount},0) - NVL({taxtotal},0)
. This formula subtracts the shipping amount and tax total from the total amount of the transaction.
If you are dealing with transactions in foreign currency, you can use the Amount (Net of Tax)
field in the saved search and convert it to the transaction currency using a formula. The formula would be (amount net of tax internal id)/(exchange rate internal id)
. If you select None in the Consolidation Type field under the Results, all the amounts will be in the foreign currency so you won't need to convert.
For getting metrics for the Total Count of transactions and Total Dollar Amount, you can create a saved search including internal ID and amount (transaction total). Filter to main line so you only get one transaction per line. If you want total transaction count and total dollar amount per subsidiary, add a column for Subsidiary then group by that column.
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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
07/21/2025, 6:40 AMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.814683497
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.812985778
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.808913052
Celigo AI
07/21/2025, 6:40 AM