Sales Order Saved Search That Do Not Have Item Fulfillment Records Generated Yet
Published on
October 24, 2023 at 3:13:57 AM PDT October 24, 2023 at 3:13:57 AM PDTth, October 24, 2023 at 3:13:57 AM PDT
Scenario:
Sales Order Saved Search that does not contain Item Fulfillment related records.
Considering Invoice in Advance of Fulfillment preference is set to False.
Solution:
1. Navigate toLists > Search > Saved Searches > New
2.SelectTransactions
3.Search Title:EnterTitle
4.ClickCriteria
5. ClickStandard
6.Filter:
- SelectType
- Type:Any ofSales Order
- ClickSet
- SelectMain Line
- No:Check
- ClickSet
- SelectTax Line
- No:Check
- ClickSet
- SelectCOGS Line
- No:Check
- ClickSet
- SelectShipping Line
- No:Check
- ClickSet
8. Add the following:
- Summary Type:Maximum
- Field:Applying Transaction
- Description:does not contain item
10. ClickColumns
11.Field:
Note:For every required field, use the drop-down menu to select it and once adjusted clickAddifneeded.
- SelectApplying Transaction
- Summary Type:Maximum
12. ClickSave
Note:Results should show list of Sales Order that do not have Item Fulfillment in the Related Records tab