Create a Search of Transactions that Displays Estimates that have been Invoiced

To create the search, perform the following steps:

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

2. Select Transaction.

3. Provide a Search Title.

4. In the Criteria tab > Standard subtab, set Use Expressions = True and add the following filters: 

Parens	Filter	Description	Formula	Parens	And/Or
((	Type	is Sales Order			And
	Formula (Text)	starts with Estimate	{createdfrom}		And
	Applying Link Type	is Order Bill/Invoice		)	Or
(	Type	is Invoice			And
	Formula (Text)	starts with Estimate	{createdfrom}	))

 

5. In the Results tab > Columns subtab, add the following fields:

Field	Summary Type	Formula	Custom Label
Document Number	Group		Sales Order #
Created From	Group		Estimate #
Formula (Text)	Group	CASE WHEN {applyingtransaction.number} is null THEN {number} ELSE {applyingtransaction.number} END	Invoice #

 

6. Click Save & Run.