while we’re on a roll, in a transaction invoice saved search i can source the ‘created from’ sales order document number. any idea how i can also source the corresponding item fulfilment record? i was hoping the fulfilling transaction field would have been a winner but alas it is blank

you would need a field on the Sales Order called "Related IF" (list/record > Transaction. Filter: Type = Item Fulfillment), and a script on the Item Fulfilment when saved to set the Created From's "Related IF" to the current Item Fulfilment. This would then be available on your search as "createdfrom.custbody_relatedif" (or similar!)

good idea. thanks!