Sharon Brown
07/21/2025, 6:17 PMCeligo AI
07/21/2025, 6:17 PMAI generated answer (using internal Slack threads):To create a saved search that includes the ship date and actual ship date from sales order, invoice, and item fulfillment, you can follow these steps: 1. Navigate to Reports > Saved Searches > All Saved Searches > New. 2. Select the type of record for which you want to create the search. In this case, select Sales Order. 3. On the Criteria subtab, set the Main Line field to False. This will allow you to see each line item on the sales order separately. 4. Add the following fields to your Results subtab: - Name/ID:
Applying Transaction : Date
(This will give you the actual ship date)
- Name/ID: Ship Date
(This will give you the expected ship date)
5. If you want to include information from the invoice and item fulfillment, you can add these fields to your Results subtab:
- Name/ID: Invoice : Date
- Name/ID: Item Fulfillment : Date
6. Save and run your search.
Please note that the actual ship date will only show up once the item fulfillment is created and the status is set to shipped. Also, the ship date on the invoice record will be set to the current date, regardless of the date set on the sales order.
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Disclaimer:
This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes.
******Celigo AI
07/21/2025, 6:18 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.848549187
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.848515034
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.846548796
Celigo AI
07/21/2025, 6:18 PM