RE: Why doesn’t this formula work to show multiple transaction types in saved search

Good day.  I am not understanding why the following formula works in my transaction saved search criteria:

(Formula Numeric) equals 1

CASE WHEN ({type} = ‘Item Receipt’ AND SUBSTR({appliedtotransaction},1,8) = ‘Transfer’) THEN 1 ELSE 0 END


But, when I do this, it only shows Cash sales and Invocies:


WHEN ({type} = ‘Item Receipt’ AND SUBSTR({appliedtotransaction},1,8) = ‘Transfer’) THEN 1

WHEN ({type} = ‘Invoice’ )THEN 1

WHEN ({type} = ‘Cash Sale’ )THEN 1



This returns 900K rows.  When I sort by the type, it only shows Cash Sales and Invoices.  It doesn’t make sense that the Item receipt would no longer appear.  I don’t see any other filter that would prevent.

Any ideas?  Thanks!



memariani Rookie Asked on November 16, 2022 in How To's.
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3 Answers


What’s the purpose of the filter? Are you only looking for Item Receipts for Transfer Orders?

Could you also remove the criteria and add Applied To Transaction to the columns. What does this show?



Advanced Answered on November 17, 2022.
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