List of Invoices without Est Extended Cost

Scenario

Steps on how to create a saved search that shows a List of Invoices without Estimated Cost.

Solution

Please follow these steps:

1. Navigate to Reports > New Search > Transaction > click on Create Saved Search button
2. Rename the Search Title
3. On the Criteria Tab > Standard Sub tab > Add the following filters

a. Type  = is any of Customer Invoice

b. Main Line = No

c. Shipping Line = No

d. Tax Line = No

e. Est.Extended Cost (Transaction) = is equal to 0.00

f. Date = any date range

4. On the Results Tab > Add fields

a. Document Number

b. Date

c. Amount

d. Internal ID

e. Name

f. Est.Extended Cost (Transaction)

5. On the Available Filters tab > Filter = Date: Show in Footer = T
6. Click Save and Run