I'm trying to add a date criteria to a Saved Searc...
# accounting
m
I'm trying to add a date criteria to a Saved Search so I can capture all Sales Orders that changed from "Pending Billing" to "Billing". What field is this and how do I add it to a saved search?
c
You'll want to have in your criteria type = sales order, mainline= T, systems notes field... Old Value = Pending Billing, and the system notes field... New Value = 'Billed'. In your results add system notes field... Date. The date field shows the date the status changed.
šŸ‘ 1
m
Thanks so much!