Thursday, March 21, 2019

Generate a list that will show purchase orders created from Drop Shipment Sales Orders

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

2.       Click on Transaction.

3.       Set the following filters under Criteria> Standard:

         Type = Purchase Order

         Applied To Link Type = Drop Shipment

         Formula (Text) = contains Sales Order | Formula = {createdfrom}

4.       User could add or remove fields as needed under the Results> Columns subtab.

5.       Assign a title in the Search Title field.

6.       Hit Save & Run.

No comments:

Post a Comment