Does anyone have a solution to be able to view what the open dollar amounts were for orders at a past date? We are wanting to compare current year open orders to the same time last YTD, but since they are now closed, it only looks at the current status of the order instead of the status at the time of the past date entered. I know this is a stretch, but any suggestions would be greatly appreciated!

as @suitemike said system notes would be the only place where this data can be found. You can achieve that by using system notes search using record type and field in the criteria (filtering massive amount of data) to build your search, it can be tricky but absolutely doable.

@Sam-I-Am @suitemike I thought about basing it off system notes...but I feel like that is only going to get me what sales orders were open at that time, but not an actual open total for that time period. I was thinking farther into this and decided to try to create a saved search pulling in aspects of the invoices and sales orders. They are both linked together through a PO#. I was thinking I could have a date filter based off of the invoice dates. Do a formula column adding together the invoice totals related to that PO#. Have a column pulling in the sales order total. And then have one more formula column subtracting the invoice total at that date from the sales order total to get the open amount for that timeframe. However, for some reason I'm having an issue pulling in the sales order amount into a column and the invoice amount into a column at the same time. I can get one or the other...but when I'm able to add one, the other goes to zero. What could I be doing wrong here? And do you see any potential flaws with how I'm thinking this will work?

nice what did you end up doing?

@suitemike I ended up doing it based off of an Item saved search instead of a Transaction saved search. And then added custom date fields to the Invoice and Sales Order to be able to use the date filter properly.