Monday, June 24, 2019

Saved Search of Credit Memos Applied Last Month

User may want to see a list of all Credit Memos that have been applied last month. This list can be generated through a Saved Search with the following steps:

  • Navigate to Reports > New Search.
  • From the list, select Transactions.
  • Under the Criteria tab, add the following filters:
    • System Notes Field... > New Value > is Fully Applied.
    • System Notes Field... > Date > is last month.
    • Type > Credit Memo.
  • Navigate to Results tab.
  • Add a field for Status.
  • Click Submit.

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