Hello Everyone, is anybody can help me to create a...
# generalт
тαяυη ѕяιναѕтava
10/17/2023, 9:35 AMHello Everyone, is anybody can help me to create a saved search/report to get sales order and related invoice details?
m
Marc
10/17/2023, 9:44 AMCreate transaction saved search with this criteria
Type = invoice
Main Line is true
Created from …type = sales order
т
тαяυη ѕяιναѕтava
10/17/2023, 9:46 AMI wanted to show the result like below and if the invoice is not created then the invoice field is show blank
• Customer Name
• Order Number
• Created Date
• SubTotal
• Tax Total
• Total
• Invoice Number
• SubTotal
• Tax Total
• Total
m
Marc
10/17/2023, 9:55 AMAhhh you need SO and Invoice created from SO
So you can use only type = sales order
And result add applied to or applying transaction to see if invoice are created from so
т
тαяυη ѕяιναѕтava
10/17/2023, 9:57 AMI tried, but not getting invoice details
m
Marc
10/17/2023, 12:21 PMWithout main Line in criteria
Marc
10/17/2023, 12:22 PMLook for “Billing Transaction” as a result column. You can also use it to join through “Billing Transaction Fields...” if not use applying transaction