Monday, May 13, 2019

Transaction Saved Search: Item Fulfillment Packed or Picked Status with Sales Order Closed

To create a Saved Search with Item Fulfillment whose Status is Packed or Picked and the Sales Order Created from is set to Closed, follow these steps:


1. Navigate to Lists > Saved Search > Saved Searches > New

2. Select Transaction

3. Criteria tab
-Type = Sales Order
-Status = Sales Order: Closed
-Main Line = False
-Applying Transaction Fields : Type = Item Fulfillment
-Applying Transaction Fields : Status = Item Fulfillment: Packed, Item Fulfillment :Picked

4.Results tab
-Type | Group
-Number | Group
-Date | Group
-Amount | Sum
-Applying Transaction | Group
-Applying Transaction Fields : Status | Group

5. Preview or Save & Run



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