Saturday, October 27, 2018

Pick Pack and Ship: Create a Saved Search to Display all Sales Orders Fulfilled or Shipped Out

1. Navigate to Lists > Search > Saved Searches > New
2. Click on Transactions link.
3. In the Transaction Saved Search screen, navigate to Criteria tab > Standard sub tab > Add the following filter fields:

Set Use Expressions = True

---Type = is Sales Order
---Main Line = is False
---Tax Line = is False
---Shipping Line = is False
----(System Notes: New Value = starts with Pending Billing/Partially Fulfilled; or

  System Notes: New Value = starts with Pending Fulfillment; or
 
  System Notes: New Value = starts with Pending Billing; or

  System Notes: New Value = starts with Partially Fulfilled)

4. Navigate to Results tab > Columns sub tab > Add the following column fields:
---Date
---Name
---Number
---Item
---Amount

5. Rename the Search Title.
6. Click Save & Run button.

Alternate Solution:

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

2. Criteria tab> Standard sub tab> Filter

- Type: Item Fulfillment
- Status: Item Fulfillment: Shipped

3. Results tab> Columns sub tab> Field

- Created from (fields): Type
- Created from (fields): Number
- Created from (fields): Status

4. Rename Search Title.

5. Click Save and Run.

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