Search to Show the Last Sales Order Entered for a Particular Item

To create a Search which displays the last sales order entered for a particular item, perform the following:

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

2.      Click Item.

3.      On Criteria tab and Standard subtab, set the following:

o        Transaction: Type = Sales Order

o        System Notes: Type = Create

o        Type = Inventory Item

o        On Hand = equal to 0

4.      On Results tab and Columns subtab, set the following:

o        Name: Summary Type = Group

o        Transactions: Number = Summary Type = Maximum, When Ordered By Field = Transactions: Date Created

o        Transaction: Type = Summary Type = Group

o        Transactions: Date Created = Summary Type = Maximum, When Ordered By Field = Transactions: Date Created

5.      Click Save.

The same Search criteria may also be used for other transactions. Users may just need to change the Transaction Type.