Tuesday, February 26, 2019

Sales Order Saved Search for Unfulfilled Items

1. Navigate to Reports > Saved Searches > All Saved Searches > New

2. Choose Transaction

3. Modify the Search Title

4. On the Criteria tab > Standard subtab > add the following filters:
- Type is Sales Order
- Status is Sales Order:Pending Billing/Partially Fulfilled
- Tax Line is false
- Shipping Line is false
- Main Line is false

5. On the Results tab > Columns subtab > the following fields are suggested:
- Date
- Number
- Name
- Item
- Amount

6. Save & Run

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