Saturday, October 6, 2018

Create a Search to Generate All Sales Orders Created by the Logged in User

1.   Navigate to Transactions > Sales > Enter Sales Orders > List

2.      Click Customize View or Edit View

3.      Click Available Filters tab

4.      Add System Notes: Set By field as filter

5.      Mark to Show in Filter Region

6.      Mark Show as Multi-Select

7.      Assign new name on the Search Title field

8.      Click Save

9.      Generate results

10. On the footer, select -Mine- in the Set By field

 

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