Saturday, May 25, 2019

Saved Search of Sales Orders to show changes in the Shipping Address

1. Navigate to Lists > Search > Saved Searches > New.
2. Select Transaction as the Search Type.
3. Under the  Criteria tab > Standard sub tab, addthe following filters:

    --Type = is Sales Order
    --System Notes field: Type = Change
    --System Notes field: Field = Ship to
    --System Notes field: Old Value = is not empty 
    --System Notes field: New Value = starts with United States (or anythingspecific on the address)
     --Shipping Address = contains United States (or anything specific on theaddress)
     --Main Line = True
     --Shipping Line = False
     --Tax Line = False
4. Go to Results tab > Columns subtab, remove all the fields and add the following fields:    
    --Shipping Address
    --System Notes Fields: Old Value
5. Assign a Name for the Search.
6. Click on Save & Run.

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