Tuesday, January 15, 2019

Saved Search to highlight sales orders where the Actual Ship Date is different from the Ship Date

a. Navigate to Reports > Saved Searches > All Saved Searches > New

b. Choose Transaction.

c. Modify the Search Title.

d. On the Criteria tab > Standard subtab > set the following Filters:
-Type is Sales Order
-Date <specify a date if necessary>
-Status is none of Sales Order:Pending Approval, Sales Order:Pending Fulfillment,Sales Order:Cancelled
-Main Line is false
-Tax Line is false
-Shipping Line is false

e. On the Results tab > Columns subtab > Add the following Fields with the corresponding Summary Type:
-Date | Group
-Number | Group
-Name | Group
-Amount | Maximum
-Ship Date | Group
-Actual Ship/Receipt Date | Group. Save & Run

f. On the Highlighting tab > Highlight if…(Summary) subtab
- Click the Set Filters link (arrow after the field under the Condition column)
- Summary Type = Maximum
- Field = Formula (Numeric)
- Description is 1
- Formula = case when {shipdate} <> {actualshipdate} then 1 else 0 end
- Set

g. Set a Text or Background Color > Click Done

h. Save & Run

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