Thursday, September 20, 2018

Saved Search for Sales Orders that are Drop Ship or Special Order

  1. Navigate to Reports > Saved Searches > All SavedSearches > New.
  2. Click the Transaction link. 
  3. On the Criteria tab > Standard subtab > Add these Filters:
    • Type is Sales Order
    • ApplyingLink Type is any of Drop Shipment, Special Order
  4. On the Results tab > Add/ Remove the Fields you donot want. If you want to get details of the linked Purchase Order, choose the ApplyingTransaction Fields... and choose the fields you want to show on the Results 
  5. Click Save.

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