i need a saved search that shows sales orders with no work orders

AI generated answer (using internal Slack threads):

To create a saved search that shows sales orders with no work orders, you can follow these steps: 1. Navigate to

Reports > Saved Searches > All Saved Searches > New

. 2. Select

Sales Order

from the list. 3. In the

Criteria

tab, add a new criteria: - Field:

Main Line

- Operator:

is

- Value:

True

This will ensure that the search only returns the main line of the sales order, not the item lines. 4. Add another criteria: - Field:

Type

- Operator:

any of

- Value:

Sales Order

5. In the

Results

tab, add the fields you want to display. For example, you might want to include

Internal ID

,

Document Number

,

Date

,

Status

, etc. 6. In the

Summary

tab, add a new summary type: - Summary Type:

Count

- Field:

Internal ID

- Function:

Group

7. Add a new criteria in the

Criteria

tab: - Summary Type:

Count

- Field:

Internal ID

- Operator:

equal to

- Value:

1

This will ensure that the search only returns sales orders that do not have any associated work orders. Please note that this is a basic example and you may need to adjust the criteria and results to fit your specific needs. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******