Hi Everyone, I'm trying to create a Saved Search that shows me the Sales Order and if its corresponding Item Fulfillment and Invoice have dates in the same month (for reporting and accounting reasons). I've attached photos of my criteria and results, but the Billing Transaction and Fulfilling/Receiving Transaction fields are blank. I'm wondering if a Saved Search is the way to go or should I use Analytics?

Do you ONLY want to show SO's tthat have IF's and Invoices in the same month?

Not main line is yes in criteria

@Tim Chapman Great question! It made me rethink what my end result should actually be. I would like to see in each column the IF Document Number, It's date, the Invoice Document Number, and It's date (preferably month). That way I can see if it's the same month or not

If you want to see only the SO , IF and invoice you need to use formula like ( I’m not sur about the name of the field ) CASE WHEN TO_CHAR({trandate}, 'YYYYMM') = TO_CHAR({billingtransaction.trandate}, 'YYYYMM') THEN 'Yes' WHEN TO_CHAR({trandate}, 'YYYYMM') = TO_CHAR({fulfillingtransaction.trandate}, 'YYYYMM') THEN 'Yes' ELSE 'No' END

@Tim Chapman your criteria Date Created it’s working only for the Sales Order Trandate nop ?

Yes, I just did that so there wasn't a million results. That can be removed

Thank you both @Tim Chapman & @Marc! I always try to spread positivity so here's to hoping a random billionaire gives you the keys to their Ferrari lol