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#savedsearch query Hello Everyone, I need help i...
# general
m
#savedsearch query Hello Everyone, I need help in achieving following. Can Anyone guide me? Create a Customer Saved Search with Columns for Qty Purchased Last Month | Month Before | 2 Month Ago. I have managed to get the Quantities fine, but somehow the results are includeding the Raw Materials Item and Service Items from Assembly Products that have been sold on invoices. Can anyone think of a way to avoid them? Example Formula: case when {transaction.type} in ('Invoice','Credit Memo') then DECODE(TO_CHAR({today},'MM') - TO_CHAR({transaction.trandate},'MM') + 12*(TO_CHAR({today},'YYYY')-TO_CHAR({transaction.trandate},'YYYY')),0,{transaction.quantity}) else null end Thanks in Advance Mrudul
b
you probably want to share all your filters and columns
m
In relation to Criteria, i have only got customer internal id.
Columns - Name - Group Formula (numeric) - Sum - formula above
b
you need to include more filters
your filters will limit your search rows to your customer's transactions
that includes item on those transactions
its more common to do the type of search you are doing on transactions
that way you can add filters on both the items and the customer
m
Hi @battk, I know I can use Transaction search with this, but I need list of all customer and then values in different columns where they have made purchase in each of the last three months. Hope this makes sense
b
you can try adding a custom transaction column that uses souring to display the item type
then your formula can add another case for when that type is the type for service items
if you figure out sourcing, you are one step away (learning filtering) from the answer to your other question about item receipts related to purchase orders
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