I have a question about creating a saved search for sales orders. I want a summary line for every sales order that has a specific discount item applied to it. Grouping by sales order and creating summary totals is no problem. The issue I can’t seem to get working is how to whittle down the results to only show orders that have that specific discount item. I was trying to add criteria in the “Summary” tab, as opposed to the “Standard” tab, but none of my criteria returned the correct results. I’ve never used the summary criteria before, so maybe this is not the right place. I have tried: • _Summary Type_: Select Count • _Field_: Select Formula (Numeric) • Formula: case when {item.name}='Fall 2022 Promotion' then 1 else 0 end • OR • Formula: case when {item.internalid}='48249' then 1 else 0 end • Description: is greater than or equal to 1 Any thoughts? Thanks!

Does the criteria option for "Item on any line" show the line item your looking for?

@Corey Schwoebel I have never heard of that option. Where would i find it?

You can choose it as a filter under the criteria tab of a saved search. You'll have to click "select multiple" and choose "Discounts" from the dropdown at the top of the window to get them to show as an option.

WOW! that works.... that is exactly what i needed. thanks so much. now if only i could add that field in the filter section!

@JR try adding the On Any Line Criteria as Formula(Text) then add Formula(Text) as an available filter.

@Netsuite Tragic Thank for your suggestion, but it seems that "Item on any line" is not available for formulas

Formula (text) summary criteria as max of ns_concat(distinct {item.name}) that "contains" your item name. And then add formula (text) as filter as well