Saturday, May 4, 2019

Search that will link each Fulfillment line item with the appropriate Sales Order line item

If users would like to search that will link eachFulfillment line item with the appropriate Sales Order line item, kindly followthe steps below:

1. Navigate to Reports > Saved Searches > All Saved Searches > New
2. Select Transaction link
3. Set the following Filters under Criteria Tab > Standard Subtab:

* Type = Item Fulfillment
* Date
* Main Line = Yes/true (optional this is to avoid duplication)

4. Set the following Fields under Results Tab > Column Subtab:

* Date
* Document Number
* Name
* Amount
* Applied To Transaction
* Applied To Transaction fields… > Item
* Applied To Transaction fields… > Line ID

5. Enter Search Title
6. Click Save and Run

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