Transaction Saved Search that Displays Estimates with Linked Invoice

To create the search, perform the following steps:

1. Navigate to Lists > Search > Saved Searches > New.
2. Select Transaction.
3. Enter a Search Title.
4. In the Criteria tab > Standard subtab, set the following:

Use Expressions = Marked

 

Parens	Filter	Description	Formula	Parens	And/Or
(	Type	is Sales Order			And
	Formula (Text)	Starts with Estimate	{createdfrom}		And
	Applying Link Type	is Order Bill/Invoice		)	Or
(	Type	Is Invoice			And
	Formula (Text)	Starts with Estimate	{createdfrom}	)

 

5. In the Results tab > Columns subtab, set the following:

 

 

Field	Summary Type	Formula	Custom Label
Document Number	Group
Created From	Group
Formula (Text)	Group	CASE WHEN {applyingtransaction.number} is null THEN {number} ELSE {applyingtransaction.number} END	Invoice #

 

6. Click Save & Run.