Scenario
User needs to create a Transaction Saved Search that will highlight Sales Orders that have an Actual Ship Date different from the Ship Date.
Solution
- Navigate to Reports > Saved Searches > All Saved Searches > New
- Select Transaction
- Search Title: Enter Title
- Click on Criteria tab
- Go to Standard subtab > Add the following Filters:
-
Type > any of > Select Sales Order
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Date > Specify a date if necessary
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Status > none of > Select Sales Order:Pending Approval, Sales Order:Pending Fulfillment, Sales Order:Cancelled
-
Main Line > Set to No
-
Tax Line > Set to No
-
Shipping Line > Set to No
- Click on Results Tab
- Go to Columns Subtab > Add the following Fields:
- Date
Summary Type:Select Group - Document Number
Summary Type: Select Group - Name
Summary Type: Select Group - Amount
Summary Type: Select Maximum - Ship Date
Summary Type: Select Group - Actual Ship/Receipt Date
Summary Type: Select Group - Click on the Highlighting Tab
- Go to Highlight if…(Summary) Subtab
- Condition Column > Click the Set Filters link
Note: This is the arrow after the field - Summary Type > Select Maximum
- Field > Select Formula (Numeric)
- Formula > Insert Case When {shipdate} <> {actualshipdate} then 1 else 0 end
- Formula (Numeric) > Select equal to
- Value > Type 1
- Click Set
- Text Color Column> Select color for the Text when highlighted
- Background Color Column > Select color for the background when highlighted
- Click Add
- Click Save & Run