Monday, May 13, 2019

Source of Using Period in Sales Order/ Purchase Order Search


1. Enter a sales order/purchase order with January 1, 2013 as its date (Date Created = today)

2. Create a transaction saved search (Lists > Search > Saved Searches > Transaction):

3. Under Criteria tab:

Type = Sales Order/Purchase order

Period = This Period

4. Under Results tab: Date, Number, and Date Created

3. Click Preview

Note: The search did not display the sales order/purchase order. Customize the search again and set the Period = January 2013. The search will now display the sales order/purchase order - this means that "Period" follows the Transaction Date and not Date Created for these non-posting transactions


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