Saturday, June 1, 2019

Saved Search for Previously Fully Applied Credit Memos

User would like to see a list of Credit Memos that currently do not have a status of Fully Applied but at one point had the status of Fully Applied. This basically means any Credit Memos that have been reopened but un-applying any Invoices.

This list can be created through a Saved Search with the following steps:

  • Navigate to Reports > New Search.
  • From the list, select Transaction.
  • In the Criteria tab, add the following filters:
    • Type > is Credit Memo.
    • Status > is not Credit Memo:Fully Applied.
    • System Notes Field... > Old Value > is Fully Applied.
  • Navigate to Results tab and add or remove fields as preferred.
  • Click Submit.
  • If report seems alright, click Save this Search.

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