How to Create a Saved Search to Show the Date when the Status of a Sales Order Changed to Pending Billing.

To create a saved search that shows when the status has changed to Pending Billing on a Sales Order, follow these steps:

1. Navigate to Lists > Search > Saved Searches > New > Transaction
2. Provide a Search Title
3. In the Criteria tab > Standard sub tab > Add the filter below:
1.  Type = Sales Order
2. System Notes: New Value starts with Pending Billing (look for System Notes Fields....> select New Value > enter 'Pending Billing')
4. In the Results tab > Column sub tab > Add the following fields:
1. System Notes: Date (look for System Notes Fields....> select Date)
2. System Notes: New Value (look for System Notes Fields....> select New Value)