Generate a List of Sales Orders with no Closed Lines

Use sales order transaction saved search to generate a list of sales orders with no Closed lines. Below are the steps in creating this search:

1. Navigate to Reports> Saved Searches> All Saved Searches> New

2. Select Transaction as Search Type

3. Assign a name on the Search Title

4. On the Criteria tab> Standard sub tab> Filter column, add the following:

a. Type is any of Sales Order

b. Status is Sales Order: Pending Billing

c. Main Line is false (No)

d. Shipping Line is false (No)

e. Tax Line is false (No)

f. COGS Line is false (No)

5. On the Criteria tab> Summary sub tab, set the following:

a. Summary Type = Sum

b. Field = Formula (Numeric)

c. Description= is 0

d. Formula= Case when {closed}='F' then 0 else 1 end

6. On the Results tab> Columns sub tab, add the following but is not limited to:

a. Number and set Summary Type=Group

b. Formula (Numeric) and set Summary Type=Sum with Formula as follows: Case when {closed}='F'then 0 else 1 end. *Note: This is added to check that the filter placed in the Criteria tab> Summary sub tab is working.

7. Hit Save & Run