Wednesday, September 19, 2018

Saved Search to Display All Sales Orders with the same PO Numbers


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

2. Select Transaction as your search type

3. Under Criteria tab > Standard subtab setup:
----- add Type as a filter, select Sales Order and click Set
----- add Main Line as a filter, select Yes and hit Set
----- add PO/Check Number as a filter, select Not Empty on the dropdown and click Set
 

4. Under Criteria tab > Summary subtab setup

---- Summary Type = Count
---- Field = Number
---- Description = greater than 1

4. Under Results  tab> Columns subtab setup:
----- add PO/Check Number as a column and set its Summary Type to Group
----- add Number as a column and set its Summary Type to Count

5. Rename and run the search

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