RE: Does anyone know how to identify a specific line on a sales order where the price entered does not match the customer item price?

I’ve built a saved search that identifies when a sales order comes in and the customer does not have any pricing loaded on their customer profile. However, I also need that (or another) saved search to flag when an item is put on a sales order that does not exist on a customer’s profile at all.

JKNS760 Rookie Asked on August 1, 2023 in Saved Searches.
Add Comment
1 Answers

I think this will have to be a customer saved search due to the single-join limitation.  So you’ll have to pull in the Pricing Item, Item Pricing Level, and Item Pricing Unit Price from the customer record and then reach to the transaction items from there via linked fields.  Once you’ve got that, you should be able to filter this down with a formula criteria using SQL Expressions.  Probably need to do a case statement and do some pre-treating of null values with one of the null-related functions.  Check out “SQL Expressions” SuiteAnswer ID 10101 if you’re not familiar with them.  Hope that helps!


Intermediate Answered on August 1, 2023.
Add Comment

Your Answer

By posting your answer, you agree to the privacy policy and terms of service.