Thursday, March 21, 2019

Generate a list that will show purchase orders created from Special Order Sales Orders

Steps:

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

2.       Click on Transaction.

3.       Set the following filters under Criteria> Standard:

·         Type = Purchase Order

·         Applied To Link Type = Special Order

·         Formula (Text) = contains Sales Order | Formula = {createdfrom}

4.       User could add or remove fields as needed under the Results> Columns subtab.

5.       Assign a title in the Search Title field.

6.    Hit Save & Run.

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