Good morning, all! I am working with a saved search on sales orders, I would like to exclude any sales orders that have a drop ship or special PO on them. What field do I use for this? I tried purchase order is none, special order is none, but orders with a dropship PO still populated. I must just be missing which field it is. Thanks a ton!

The first idea is to do something like this: Applying Transaction : Type any of "Purchase Order" But I think that would only exclude the transaction lines that have those, not the whole Sales Order. So I think we have to build on that idea some more to get it to work more like the "Item on Any Line" filter. I can't think of how to do it off the top of my head, but I think I've done it before. Hopefully someone who knows will come along and beat me to getting the explanation to you. I'm thinking you might have to do something clever with a formula in the Summary criteria.

Thanks so much! I appreciate it - I feel like I have done it before but at a previous company so I have no access lol!

How do you tell when a drop ship is complete? Is it when the associated Sales Order line's Quantity = its Fulfilled Quantity?

For this process I am considering the dropship complete when the dropship PO is created. At the workflow level I am also having trouble accessing that field. I believe the problem is that it doesn't effect "all lines" it effects only the item line fields, but not the shipping and tax lines. I believe thats the issue I am running into.