Hi All. I'm trying to update and existing saved search that lists open customer invoices. It currently has main line = true and lists various main line type data. I have been requested to add a column to the results that will sum up the amount of a specific item's amount. I tried creating a numeric formula that sums up the amount when the item is that specific item I am looking for. It fails to find the item in the item list. I'm not really sure if i can access that list in a search like this. Any suggestions?

Since Main Line = T you aren't able to access the line items. Best starting place would likely be to change Main Line = F and create a summary search to do the type of formula you are looking for.

@Alex K Thanks for you answer. I figured the mainline was an issue. When you say summary search do you mean on the criteria->summary tab? What would i sum or group? Is it possible to still get all the basic inventory information on the same line as the sums of the items I need?

Are you looking at per invoice detail, or per item detail?

On line per invoice. i just need to sum up a specific item in the item list. I'm still uncertain about how to make it a summary search.

I am likely missing the full context for this search since I can't think of the use case - but something like the following would sum a specific item in your invoice. Just replace 'Printer Cables' with your item name

great! I'll give that a shot.