Saved Search > Transactions > Sales Order Without Back Order

Scenario

Users may want to have a list of Sales Orders that don't have back orders anymore. This helps users easily identify which Sales Orders can be fulfilled.

Solution

1. Navigate to Lists > Search > Saved Searches > New.
2. Click Transaction.
3. On Criteria tab and Standard subtab, set the following:

• Type = Sales Order
• Main Line = False
• Tax Line = False
• Shipping Line = False
• Item fields.. = Can be fulfilled = Yes
• Fulfillment/Receipt Status = Open
1. On Results tab and Columns subtab, set the following:
• Date
• Document Number
• Name
• Amount
2. Click Save & Run.