Friday, November 30, 2018

List of Sales Order where Invoices were Already Paid but no Item Fulfillment was made yet

1. Navigate to Transactions > Management > Saved Searches > New
2. Pull up Transaction search

3. On the Criteria tab > add the following:

    Billing Transaction fields... > Type = Invoice
    Type = is Sales Order
    Applying Transaction: Type = is any of Cash Sale, Invoice, Item Fulfillment

    Tax Line = is false
    Shipping Line = is false
    Status = is Sales Order: Pending Fulfillment
    Billing Transaction: Date Closed = is not empty
4. On the Results tab > click on Remove All and have the following fields:
    Date ------------- Group
    Type ------------- Group
    Main Line Name ---- Group
    Number ----------- Group
    Billing Transaction: Date ---- Group ------------------------- Invoice Date
    Fulfilling/Receiving Transaction: Date ----- Group --------- Fulfillment Date
    Billing Transaction: Date Closed -------------Group --------- Payment Date
5. Put a name on the Search
6. Hit Save and Run

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