Saved Search > Transaction > Sales Orders > Actual Ship Date or Fulfillment Date per Line Item
Published on
October 31, 2023 at 9:09:37 AM PDT October 31, 2023 at 9:09:37 AM PDTst, October 31, 2023 at 9:09:37 AM PDT
Scenario
To create a transaction saved search that shows the actual ship date on the item fulfillment.
Solution
Here are the steps to do this:
- Navigate to Reports > SavedSearches > All Saved Searches > New
- Select Transactions
- Enter the Search Title
- Under Criteria tab > Standard subtab > add the following criteria:
- Type = Sales Order
- Main Line = False (to limit the result to line items on the order only)
- Actual Ship/Receipt Date is between mm/dd/yyyy to mm/dd/yyyy - Under Results tab > Columns subtab > add the following fields aside from your desired fields to be shown in the result:
- Item
- Actual Ship/Receipt Date
- Status - Under the Results tab, mark the Show Totals checkbox.
- Save and Run the search.