Aaron McCausland
08/07/2025, 9:38 PMCeligo AI
08/07/2025, 9:38 PMAI generated answer (using internal Slack threads):Based on the conversations, it seems that the
Tax Line
field is not directly accessible via the N/record API. However, you can potentially identify a tax line by using a combination of other fields.
In a saved search, you can differentiate between a line tax and a shipping tax by setting the Tax Line
to true and Shipping Line
to false. If you are dealing with line items, you might need to set Main Line
, Shipping Line
, Tax Line
, and COGS Line
all to false.
For pulling in the Tax Code from the transaction column into a Saved Search, you might not be able to directly find it as a column. However, you can run a saved search without any Main Line
criteria, have the Item
and Amount
in the results. You might see the main line with some rolled up amounts, but then the non-main lines with the various items (inventory, shipping, tax) along with their amounts. Depending on the overall structure of the search you could pull in tax info if you did some grouping/formulas to grab what you needed for the column.
Remember, when you’re writing a saved search, it’s a GUI wrapper over a database query. Not every field you see on the transaction page is documented in the record browser, aka not all are able to be added to a saved search the way it seems they should.
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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
08/07/2025, 9:38 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.832492471
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.831235409
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.828384936
Celigo AI
08/07/2025, 9:38 PM