Friday, June 14, 2019

Transaction Saved Search to pull most recent system notes change

1. Reports > Saved Searches > All Saved Searches > New
2. Select Transaction
3. Under the Criteria tab > Standard sub-tab, enter the following filters:

Type = Sales Order

4. Under the Results tab, click Remove All, and set the following fields:

System Notes Field.. then select Date -- Summary type = Maximum
Document Number -- Summary type = Group
Name --Summary type = Group
-Any other Results columns needed in the search.

5. Enter a name in the Search Title field.
6. Save & Run.


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