Wednesday, July 10, 2019

Sales Order search to show exact time of item shipment.

1. Navigate to Reports > Saved Searches > All Saved Searches > New.

2. Select Transaction.

3. Under the Criteria tab > Standard Subtab > Add filters:

        Type = Sales Order     

        Status = Sales Order: Pending Billing, Sales Order: Pending Billing/Partially Fulfilled

        Applying Transaction Fields: Type = Item Fulfillment

        System Notes Fields: New Value = Starts with Pending Billing

4. Under the Results tab > Columns subtab > Add fields:

        Date, Number, Name, Ship Date, Applying Transaction, System Notes: Date and System Notes: New Value.

        - You may add / remove other fields from the list.  

5. Rename search and hit Save & Run.

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