Hello all. I want to create a saved search which g...
# suiteanalytics
a
Hello all. I want to create a saved search which gives me all Sales Orders that do not have a Purchase Order (in related records tab). When I add the criteria: Applying Transaction Type Is None OF Purchase Orders, it excludes Sales Orders that have only a PO as the related record. If the Sales Orders has any other related records (item fulfillment, invoice, etc.) and a purchase order, the transaction is brough into the search. How do I get it to exclude all Sales Orders with a Purchase Order as a related record?
b
Use a summary filter
Group your search results by something unique like internal id
then, add a summary criteria formula where the
Sum
of your
Formula Numeric
is 0. The formula should be something like:
CASE {applyingtransaction.type} WHEN 'Purchase Order' THEN 1 ELSE 0 END
a
I had that in standard. I will give try in summary. Thank you.