Create Transaction Saved Search for Sales Orders With Duplicate Purchase Order Number

User wants to create a Transaction Saved Search showing Sales Orders with duplicate Purchase Order number.

 

 

Solution

• Navigate to Lists > Search > Saved Searches > New
• Click Transaction
• Search Title: Enter Title 

Example: Sales Order Saved Search with Same PO#

• Click Criteria
• Click Standard
• Filter:
• Select Main Line

1. Type: Select Yes
2. Click Set

• Select Type

1. Type: Select Sales Order
2. Click Set

• Select PO/Check Number

1. PO/Check Number: Select not empty
2. Click Set

• Click Summary
• Filter:
• Summary Type: Select Count
• Field: Select Document Number

1. Document Number: Select is greater than
2. Value: Enter 1
3. Click Set

• Click Results
• Click Columns
• Field:

Note: For every required field use the drop-down menu to select it and once adjusted click Add if needed.

• Select PO/Check Number
• Summary Type: Select Group
• Select Document Number
• Summary Type: Select Count
• Click Save