Saved Search Displaying Sales Orders, Item Fulfillments and Invoice Transaction Information

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

2. Add below filters under Criteria tab > Standard subtab:

• Type = is Sales Order.
• Item Fields... > Type = specify item types.
• Date

3. Add below fields under Results tab > Columns subtab:

• Date
• Number
• Type
• Name
• Amount
• Billing Transaction > Custom Label = Invoice Number
• Billing Transaction Fields... > Date > Customer Label = Invoice Date
• Item
• Quantity > Custom Label = Quantity Sold
• Quantity Billed
• Quantity Committed
• Quantity Fulfilled/Received
• Add/Remove other fields as desired.

4. Set the Sort by to Date > Descending = True. Sort by can also be Billing Transaction : Date to arrange results by invoice transaction date in a descending fashion.

5. Mark Show Totals checkbox under Results tab

6. Give the search a title and click Save & Run.