Wednesday, May 22, 2019

Saved Search Drop Ship Purchase Orders Billed but not yet Fulfilled

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

    2. Select Transaction as search type.

    3. Under the Criteria Tab > Standard Sub tab > add the following filters:

            -- Type = is Purchase Order
            -- Status = is any of Purchase Order:Pending Receipt, Purchase Order:Partially Received, Purchase Order:Pending Billing/Partially Received
            -- Applied to Link Type = is Drop Shipment
            -- Quantity Billed = is greater than or equal to 1

    4. On the Results tab, select fields needed.

    5. Rename the search and hit Save & Run.

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