ive been banging my head against the wall on the search im trying to use to populate a custom field. I just need to get the most recent date of a certain type of sales order, so "maximum" of sales order with a few criteria. the field its populating is on the Customer from that SO. i can't get it to work, the field populates but never with the proper criteria (always with "todays date" which makes me think the filter isn't working ive done transaction search joined to customer, and customer search joined to transactions, but the "internal id" in the available filters doesn't seem to be picking up the customer ID in either scenario.

Try using "Name" as the available filter.

I normally use the internal ID of the customer on a transaction search as the available filter.

Was going off SA 41688. I've run into things previously where internal ID wasn't working for a transaction search as a sublist on a customer record. Name as the filter ended up working.

thanks yall. it ended up being the criteria. I was trying to get sales orders OR cash sales created from nothing (our "in-store" sales) i guess my parenthesis were off