Thursday, June 20, 2019

Saved Search Displaying Sales Orders by Specific Vendor

A user may want to extract a report of the total amount of sales orders placed with a particular vendor's items. Essentially, a list of how much sales activity is a particular vendor is generating within a specified period of time.

1. Navigate to Lists > Search > Saved Searches > New > Selected Transaction:

2.  Under the Criteria tab > Standard subtab:

  • Type = is Sales Order
  • Item Fields... > Vendor > Select desired vendor.
  • Date > Select desired date range.

3. In the Results tab > Columns subtab:

  • Number > Summary type Group
  • Amount > Summary type Sum
  • Add/Remove fields as desired.

4. Go to Available Filters:

  • Add Date > Ensure Show in Filter Region is checked on as true.

5. Click Save & Run to view results.

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