Anyone know what criteria is needed to show a customer that has both a memorized transactions on their account and a sales orders?

Saved Search: Criteria (use expressions): • Name=your customer -and- • Main Line=Yes -and- • (Memorized=Yes -or • Type=Sales Order)

Won't this show results of if they have either a memorized transaction or sales order? I want it to be that it has both types associated with the customer.

Saved Search: Criteria (use expressions): • Name=your customer -and- • Main Line=Yes -and- • (Memorized=Yes - AND • Type=Sales Order)

ah oops sorry @Noel B I misread. @Marc's solution is right.

Hi again, I don't think this works as I tried this before and then just tried it again. Here is a screenshot of a customer that has memorized transactions and a newly created sales order. It is not appear on the saved search. I believe with the above criteria it is looking at memorized transaction that its type is a sales order. I want to see if there is a memorized transaction and another transaction that is a sales order.

Ok try this for the test Criteria Name = your customer Formula (text) = case when ({recordtype} = ‘salesorder’ or {number} = ‘Memorized’) Then else null end ( select formula text is not empty ) Results Tab Name Transaction Name Formula text : Formula (text) = case when ({recordtype} = ‘salesorder’ or {number} = ‘Memorized’) Then else null end Document number

Hi, Getting back around to this I keep getting the error below. I tried to adjust the formula to make it work, but get the same issue. Any ideas?

Use {recordtype}

Okay made that change and fixed my issue of the missing }.

Now it’s working ??

Yes I am getting results, but am trying to see if it is giving me good data.

ok tell me if everything is ok

So the first result I see is a customer that has a memorized transaction, but not sales order.

I will test on a Netsuite and I will send you a screenshot

Yeah I think it is the OR statement. I want it is when we have records on a customer, one recordtype is a sales order AND another record is a memorized transaction.