A Saved Search that Can Show the Linked Transactions from Sales Orders to Work Orders to Assembly Builds

1. Using an Administrator role, navigate to Lists > Search > Saved Searches > New.

2. On the list of saved search types, click Transaction link.

3. Under Criteria tab > Standard sub-tab, select the following filters:

- Type = is Work Order

- Main Line = is true

- Tax Line = is false

- Shipping Line = is false

4. Under Results tab > Columns sub-tab, select the following fields:

- Applied To Transaction

- Applied To Transaction fields : Date

- Applied To Transaction fields : Type

- Applied To Transaction fields : Document Number

- Applied To Transaction fields : Amount

- Date

- Type

- Document Number

- Amount

- Applying Transaction

- Applying Transaction fields : Date

- Applying Transaction fields : Type

- Applying Transaction fields : Document Number

- Applying Transaction fields : Amount

5. Add Search Title 

6. Hit Save.