List All Estimates And Its Linked Sales Order

To create the search, perform the following steps:

1. Navigate to List > Search > Saved Searches > New.
2. Select Transaction.
3. Enter a Search Title.
4. Under Criteria > Standard, add the following:

• Type is Estimate 
• Main Line is true

5. Under Results > Columns, add the following:

• Document Number (Estimate Number)
• Date Created (Estimate Date Created)
• Applying Transaction : Type (Type of Transaction where Estimate was applied)
• Applying Transaction : Document Number (Number of Transaction where Estimate was applied)
• Applying Transaction : Date Created (Date Created of Transaction where Estimate was applied)

6. Click Preview to see how the search result would look like; otherwise, click Save & Run.