Friday, February 1, 2019

Saved Search for Item fulfillments where Orders are not Invoiced

1. Navigate to Transactions > Management > Search transactions > Click on Create Saved Searches
2. In the Criteria tab > Standard subtab > Enter Type is Item Fulfillment
    Created From fields...Type is Sales Order
    Created From fields...Status is any of Sales Order:Pending Billing/Partially Fulfilled, Sales Order:Pending Billing
    Main Line is True
3. In the Results tab > Columns subtab > Enter the following Fields:
Number
Date
Created From fields... choose Number
Created From fields... choose Status
4. In the Available Filters tab > Add filter Date > check on Show in Footer
5. Enter a Search Title
6. Click Save & Run

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