Thursday, October 4, 2018

Search to Display all Sales Orders Billed (invoice and cash sale) before being Fulfilled

Solution:

1. Go to List > Search > Saved Searches > New > Transaction.

2. Set Criteria:

-- Type = Sales Order
-- Applying Transaction Fields: Type = Invoice, Cash Sale, Item Fulfillment
-- Tax Line = No
-- Shipping Line = No
-- Formula Text = CASE WHEN {fulfillingtransaction.trandate}-{billingtransaction.trandate} >= 1 THEN '1' ELSE '0' END

then set it to "is 1".

3. Set the Results tab:

-- Date
-- Type
-- Number
-- Customer/Job fields : Name
-- Fulfilling/Receiving Transaction Fields : Date
-- Billing Transaction Fields : Date

*Make sure that all Summary Type is Group in the Results tab.

This search will display all sales orders that were billed first before being fulfilled.

 

 


 
 

 

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