Wednesday, February 27, 2019

How to Show Invoices, Items and Quantity in Saved Search for Credit Memos

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

2. Select Transactions

3. On the Criteria tab > Standard Sub tab: Add the fields

---Type = is Credit Memo
---Created From: Type = is Invoice
---COGS Line = false
---Tax Line = false
---Shipping Line = false
---Main Line = false

4. On the Results tab > Columns sub tab :  Click on Remove All button and then Add the fields 

---Number (Custom Label = Credit Memo #)
---Item  (Custom Label = Credit Memo Item)
---Quantity (Custom Label = Credit Memo Qty)
---Created From (Custom Label = Invoice #)
---Applied to Transaction: Item (Custom Label = Invoice Item )
---Applied to Transaction: Quantity (Custom Label = Invoice Qty)

5. Rename the search

6. Click Save & Run

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