Saturday, April 27, 2019

Saved Search for Sales Orders and its related Invoice/Cash Sales

To create a Sales Order search that will pull the information from the Sales Order as well as a column that displays the Invoice or Cash Sale number:

  1. Reports > Saved Searches > All Saved Searches > New
  2. Select Transaction
  3. Rename Search
  4. In Criteria tab:
    • Type = Sales Order
    • Main Line = F
  5. In Results tab:
    • Select results you want to see from the Sales Order
    • Add: Billing Transaction as a column
  6. Save & Run

The Billing Transaction column will either show: Invoice # X or Cash Sale # X. If instead you are looking for just the transaction number you can select: Billing Transaction fields...Document Number. This will display the transaction number of both Invoices and Cash Sales.

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