RE: Saved Search for Forecasting Cashflow on Sales Orders

I am working on a saved search for Forecasting Cash flow in the company in case of Sales Orders.

For this search only the balance of the Sales order(before taxes) should be displayed less any ‘Customer Deposits’ (as applying transaction)

Eg: If the value of a SO is $15k(less of taxes), and there has been a customer deposit of $5K, would like to display the Net payable as $10K.

Tried a couple of instances case whens, but getting ‘ERROR-Invalid Expressions’.(screenshot below)

Is there a simpler way to do this?


hariiyer Rookie Asked on June 20, 2021 in Saved Searches.
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Beginner Answered on June 21, 2021.

Obviously you can put a Max summary on this formula as well to meet your requirements.

on June 21, 2021.
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