Saved Search > List of Customer/Vendor without any transaction associated to the entity record

Scenario:
Saved Search > List of Customer/Vendor without any transactionassociated to the entity record 

 

Solution:
To createa Customer or Vendor Saved Searchshowing entities that do not have any transactions associated to the entityrecord:

•        Navigate to Lists > Search > Saved Searches > New >Customer

•        Under the Criteria tab > Standard sub tab:

•        Click on the dropdown button

•        Look for Transactions Fields...

•        Set Transaction Filter = Internal ID (Number)

•        Set Internal ID (Number) = Empty

•        Hit Set

•        Rename the search

•        Hit Save & Run or hit Preview