Generate Estimates with Sales Order Number

Generate Estimates (Quotes) with related Sales Order number (transaction):


1. Navigate to Lists > Search > Saved Searches > New.
2. Select Transaction as Search Type.
3. Enter the Search Title (e.g. Quotes showing linked Transactions).
4. Under Criteria tab > Standard sub tab > add the following filters:

Type = Quote
Main Line = True
Applying Transaction = Is None Of : -None-
 
5. Under Results tab > add the following fields:

Date
Number
Name
Applying Transaction

6. Click Save and Run.