Monday, July 1, 2019

Saved Search for Sales Orders Changed to Zero from a Certain Amount

To create the Saved Search just follow these steps:

1. Navigate to Lists > Search > Saved Searches > New.

2. Select Transaction as the Search Type.

3. In the Criteria tab: Standard subtab, set the following fields:

Type - is Sales Order
System Notes : Field - is Total
System Notes : Old Value - is not empty
System Notes : New Value - is 0.00

4. In the Results tab : Columns subtab, set the following fields:

Number - Summary Type: Group
Amount (Transaction Total) - Summary Type: Sum
System Notes : Old Value - Summary Type: Group
System Notes : New Value - Summary Type: Group

Note: User can add more fields based on their search requirement.

5. Assign a Search Name. Preview or Save and Run the Search.




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