I'm looking at my sales orders pending fulfillment report. We are creating Work Orders from Sales Orders. How would I pull my Work orders that match with sales orders into my report?

AI generated answer (using internal Slack threads):

To pull Work Orders that match with Sales Orders into your report, you can create a saved search on Sales Orders and include the 'Applying Transaction' field in your results. This field will show the Work Orders that are linked to specific lines of your Sales Orders. Here are the steps to do this: 1. Navigate to Reports > Saved Searches > All Saved Searches > New. 2. Select 'Transaction' as the record type. 3. On the Criteria subtab, add the following filters: - Type is Sales Order - Main Line is False (to get line level information) 4. On the Results subtab, add the following fields: - Name (this will give you the Sales Order number) - Applying Transaction (this will give you the linked Work Order number) - Applying Link Type (set this to 'special order' to only show Work Orders linked as special orders) Remember to set the 'Summary Type' to 'Group' for the 'Name' and 'Applying Transaction' fields to group the results by Sales Order and Work Order. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******