Saved Search for Purchase Orders Created from Special Sales Orders Only

Scenario

Users need to create a Saved Search for Purchase Orders created from Special Sales Orders.

Solution

1.  Navigate to Lists > Search > Saved Searches > New.

2.  Select Transaction

3.  On the Criteria tab > Standard subtab, add the following Filters:

•      Type is Purchase Order
•     Date is within (Select the Date Range)
•     Applied to Link Type is Special Order

4. On the Results tab > Columns sub tab, add the following Fields:

•      Date
•     Document Number
•     Created From
•     Applied to Link Type

5. Enter a unique Search Title

6. Click the Save & Run