Is there a way to do a transaction saved search to show the Sales Order dates and their Invoice Dates?
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Michael King
02/20/2024, 6:42 PM
There is a join called Billing Transaction fields... or something similar you may wish to explore.
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Koon Kabob
02/20/2024, 6:55 PM
Thank you, but I can't find a way to show me all the sales orders and all their invoices with their dates. I believe this only shows me all invoices or if I manually choose
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AK47
02/20/2024, 6:57 PM
Applying Transaction is a join at the line level. Next to each SO line, you can return the invoice and its invoice date.