Saturday, July 6, 2019

Transaction Saved Search for Sales Orders that shows related Invoice, Cash Sale, Estimate and Opportunity with their corresponding Reference Numbers and Authors

1) Navigate to Reports > Saved Searches > All Saved Searches > New

2)
Click on the Transaction link

3)
Criteria tab > Standard sub tab > set the following Filters with their corresponding Description:

-- Type | is Sales Order
   
-- Billing Transaction | is not none

4) Results tab > Columns sub tab> set the following Fields with their corresponding Summary Type and Custom Label:

-- Name | Group

-- Date

-- Type

-- Number | Group | Sales Order #

-- Billing Transaction | Group

-- Created From : Number | Group | Quote #

-- Opportunity : Number | Group | Opportunity #

-- Amount

-- System Notes : Set by | Group

5) Click Save & Run

No comments:

Post a Comment