Helena
10/20/2022, 2:33 PMbattk
10/20/2022, 2:39 PMHelena
10/20/2022, 2:50 PMbattk
10/20/2022, 2:52 PMHelena
10/20/2022, 2:55 PMbattk
10/20/2022, 2:56 PMbattk
10/20/2022, 2:56 PMHelena
10/20/2022, 2:57 PMShawn Talbert
10/20/2022, 3:21 PMShawn Talbert
10/20/2022, 3:22 PMbattk
10/20/2022, 3:32 PMHelena
10/20/2022, 5:03 PM{
recordType: null,
id: "1",
values: {
"GROUP(internalid.transaction)": {
value: "19957759",
text: "19957759"
},
"GROUP(trandate.transaction)": "10/11/2022",
"GROUP(type.transaction)": {
value: "SalesOrd",
text: "Sales Order"
},
"GROUP(tranid.transaction)": "3189088",
"GROUP(entityid)": "KROCIOH5",
"GROUP(companyname)": "The Kroger Co",
"MAX(amount.transaction)": "5.00",
"GROUP(statusref.transaction)": {
value: "SalesOrd:B",
text: "Pending Fulfillment"
},
"GROUP(custbody_al_delivery_status.transaction)": {
value: "2",
text: "Finished"
},
"GROUP(custbody_al_bill_status.transaction)": "",
"GROUP(custbody_al_ready_to_invoice.transaction)": "F",
"MAX(custbody_al_estimated_cost.transaction)": "100.00",
"GROUP(custentity_al_billing_meth)": {
value: "3",
text: "Email"
},
"MAX(formulanumeric)": "1",
"MIN(formulanumeric)": "0",
"GROUP(internalid)": {
value: "359990",
text: "359990"
}
}
}
Helena
10/20/2022, 5:04 PMcolumns:
[
search.createColumn({
name: "internalid",
join: "transaction",
summary: "GROUP",
label: "Internal ID"
}),
search.createColumn({
name: "trandate",
join: "transaction",
summary: "GROUP",
label: "Date"
}),
search.createColumn({
name: "type",
join: "transaction",
summary: "GROUP",
label: "Type"
}),
search.createColumn({
name: "tranid",
join: "transaction",
summary: "GROUP",
label: "Document Number"
}),
search.createColumn({
name: "entityid",
summary: "GROUP",
sort: search.Sort.ASC,
label: "Name"
}),
search.createColumn({
name: "companyname",
summary: "GROUP",
label: "Company Name"
}),
search.createColumn({
name: "amount",
join: "transaction",
summary: "MAX",
label: "Amount"
}),
search.createColumn({
name: "statusref",
join: "transaction",
summary: "GROUP",
label: "Status"
}),
search.createColumn({
name: "custbody_al_delivery_status",
join: "transaction",
summary: "GROUP",
label: "Delivery Status"
}),
search.createColumn({
name: "custbody_al_bill_status",
join: "transaction",
summary: "GROUP",
label: "Bill Settlement Status"
}),
search.createColumn({
name: "custbody_al_ready_to_invoice",
join: "transaction",
summary: "GROUP",
label: "Ready to Invoice"
}),
search.createColumn({
name: "custbody_al_estimated_cost",
join: "transaction",
summary: "MAX",
label: "Estimated Cost"
}),
search.createColumn({
name: "custentity_al_billing_meth",
summary: "GROUP",
label: "Billing Method"
}),
search.createColumn({
name: "formulanumeric",
summary: "MAX",
formula: "CASE WHEN {transaction.custbody_al_final_cost} IN (100,150,200,250) AND {transaction.totalamount} NOT IN ('100',150,200,250, 300) THEN 1 ELSE 0 END",
label: "1. Should be a TONU?"
}),
search.createColumn({
name: "formulanumeric",
summary: "MIN",
formula: "CASE WHEN {custentity_al_billing_meth} NOT LIKE '%Email%' THEN 0 ELSE CASE WHEN {contact.custentity_al_send_invoice} = 'T' THEN 0 ELSE 1 END END",
label: "2. No Email on File"
}),
search.createColumn({
name: "formulanumeric",
summary: "MAX",
formula: "CASE WHEN {custentity_al_billing_meth} LIKE '%3rd Party Upload%' AND {custentity_al_ar_rep} IS NULL THEN 1 ELSE 0 END",
label: "3. 3rd Party Upload - No CRS"
}),
search.createColumn({
name: "formulanumeric",
summary: "MAX",
formula: "CASE WHEN {transaction.custbody_count_podpol_xlr8} > 20 THEN 1 ELSE 0 END",
label: "4. POD/BOL Doc > 20"
}),
search.createColumn({
name: "formulanumeric",
summary: "MAX",
formula: "CASE WHEN {transaction.amount} = 0 THEN 1 ELSE 0 END",
label: "5. $0 Load"
}),
search.createColumn({
name: "formulanumeric",
summary: "MAX",
formula: "CASE WHEN {transaction.custbody_al_invoice_hold} = 'T' THEN 1 ELSE 0 END",
label: "6. On Invoice Hold"
}),
search.createColumn({
name: "formulanumeric",
summary: "MAX",
formula: "CASE WHEN {transaction.custbody_al_final_cost} IN (100,150,200,250) AND {transaction.totalamount} NOT IN (100,150,200,250, 300) THEN 0 ELSE CASE WHEN {custentity_no_pod_required} = 'T' THEN 0 ELSE CASE WHEN {transaction.custbody_al_pod} = 'T' THEN 0 ELSE 1 END END END",
label: "7. Document Review - No BOL/POD"
}),
search.createColumn({
name: "formulanumeric",
summary: "MAX",
formula: "CASE WHEN {transaction.department} IS NULL THEN 1 ELSE 0 END",
label: "8.1 Missing Department?"
}),
search.createColumn({
name: "formulanumeric",
summary: "MAX",
formula: "CASE WHEN {ccdefault} = 'T' THEN 1 ELSE 0 END",
label: "8.3 Customer With Default Credit Card Checked"
}),
search.createColumn({
name: "formulanumeric",
summary: "MAX",
formula: "CASE WHEN {transaction.paymentmethod} = 'VISA' OR {transaction.paymentmethod} = 'Discover' OR {transaction.paymentmethod} = 'American Express' OR {transaction.paymentmethod} = 'Master Card' THEN 1 ELSE 0 END",
label: "8.4 Sales Order Flagged as CC Payment"
}),
search.createColumn({
name: "formulanumeric",
summary: "MAX",
formula: "CASE WHEN {custentity_do_not_invoice} = 'T' THEN 1 ELSE 0 END",
label: "6.1 Customer Invoicing on Hold"
}),
search.createColumn({
name: "internalid",
summary: "GROUP",
label: "Internal ID"
})
]
Sandii
10/20/2022, 5:10 PMname: formulanumeric_1
, etcHelena
10/20/2022, 5:15 PMSandii
10/20/2022, 5:52 PM