Saved Search > Transaction > Sales Orders > Actual Ship Date or Fulfillment Date per Line Item

Written by
Pamela Caringal
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:

  1. Navigate to Reports > SavedSearches > All Saved Searches > New
  2. Select Transactions
  3. Enter the Search Title
  4. 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
  5. 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
  6. Under the Results tab, mark the Show Totals checkbox.
  7. Save and Run the search.