Saved Search for Sales Orders and its related Invoice/Cash Sales

To create a Sales Order search that will pull the information from the Sales Order as well as a column that displays the Invoice or Cash Sale number:

1. Reports > Saved Searches > All Saved Searches > New
2. Select Transaction
3. Rename Search
4. In Criteria tab:
   • Type = Sales Order
   • Main Line = F
5. In Results tab:
   • Select results you want to see from the Sales Order
   • Add: Billing Transaction as a column
6. Save & Run

The Billing Transaction column will either show: Invoice # X or Cash Sale # X. If instead you are looking for just the transaction number you can select: Billing Transaction fields...Document Number. This will display the transaction number of both Invoices and Cash Sales.