1. Navigate to Transactions > Management > Saved Searches > New
2. Pull up Transaction search
3. On the Criteria tab > add the following:
Billing Transaction fields… > Type = Invoice
Type = is Sales Order
Applying Transaction: Type = is any of Cash Sale, Invoice, Item Fulfillment
Tax Line = is false
Shipping Line = is false
Status = is Sales Order: Pending Fulfillment
Billing Transaction: Date Closed = is not empty
4. On the Results tab > click on Remove All and have the following fields:
Date ————- Group
Type ————- Group
Main Line Name —- Group
Number ———– Group
Billing Transaction: Date —- Group ————————- Invoice Date
Fulfilling/Receiving Transaction: Date —– Group ——— Fulfillment Date
Billing Transaction: Date Closed ————-Group ——— Payment Date
5. Put a name on the Search
6. Hit Save and Run