Saturday, June 1, 2019

Report with Related Purchase Order and Vendor Bill Transactions created from Drop Ship Sales Orders where related invoice is Paid In Full

Report showing related purchase transaction for Drop Ship Sales Order can be created through Transaction Saved Search. Below are the steps:

-Navigate to Reports>Saved Searches>All Saved Searches>New

-Select Search Type = Transaction

-Navigate to Criteria tab>Standard subtab>Filter column and add the following filters:

a. Type = is Sales Orders

b. Formula (Numeric) | Formula: case when {applyingtransaction.applyingtransaction} like 'Bill%' then 1 else 0 end | Formula (Numeric): is equal to | Value: 1

c. Formula (Numeric) | Formula: case when {billingtransaction.status} = 'Paid In Full' then 1 else 0 end | Formula (Numeric): is equal to | Value: 1

-Navigate to Results tab>Columns subtab>Field column and add the following fields:

a. Date

b. Type

c. Number

d. Name

e. Billing Transaction | Custom Label: Invoice Number

f. Billing Transaction Fields…>Status | Custom Label: Invoice Status

g. Applying Transaction  | Custom Label: Purchase Order Number

h. Applying Transaction Fields…>Applying Transaction | Custom Label: Vendor Bill Number

-Hit Save & Run button


The limitation on the above Saved Search is it won't be able to display the status of the related Vendor Bill created from the Drop Ship Purchase Order

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