Expose the Number of Transactions Created per Hour in Saved Search

On a Transaction Saved Search, the user wants to expose the number of Transactions Created per Hour. Solution Navigate to Lists > Searches > Saved Searches Find the Saved Search in concern Click  Results  Click Columns Fields: Select Formula (Numeric) Summary Type: Select Maximum Function: Select Round Formula: Enter sum(case when {‌systemnotes.type} = ‘Create’ and {‌systemnotes.field} = ‘Record’ and to_char({‌systemnotes.date},’hh24′) = ’16’ then 1 else 0 end)/NULLIF(count(distinct case when {‌systemnotes.type}… Continue reading Expose the Number of Transactions Created per Hour in Saved Search

Format and Specify Rounding of Formula on Saved Searches

Round Function available on Saved Searches is limited to Round, Round to Tenths, and Round to Hundredths. However, there can be a specific rounding off and format for formula values on Saved Searches (i.e. ”999,999.9999”).  Example: Create a sales search and divide the sales amount by 3. The result should have the format 999,999.9999 Solution… Continue reading Format and Specify Rounding of Formula on Saved Searches

Updating vendor tax registration fields

>>To update the state, country, and address fields of a tax registration sublist in vendor record, create a search to retrieve the address of the vendor from the vendor record and extract the state, country, and primary address information. >>This data can then be set into the corresponding fields of the tax registration sublist. Additionally,… Continue reading Updating vendor tax registration fields