Saved Search for Previously Fully Applied Credit Memos

User would like to see a list of Credit Memos that currently do not have a status of Fully Applied but at one point had the status of Fully Applied. This basically means any Credit Memos that have been reopened but un-applying any Invoices.

This list can be created through a Saved Search with the following steps:

• Navigate to Reports > New Search.
• From the list, select Transaction.
• In the Criteria tab, add the following filters:
• Type > is Credit Memo.
• Status > is not Credit Memo:Fully Applied.
• System Notes Field... > Old Value > is Fully Applied.
• Navigate to Results tab and add or remove fields as preferred.
• Click Submit.
• If report seems alright, click Save this Search.