QA Tips – Search for Items with no Sales Order Transactions Recorded

  1. Lists -> Search – > Saved Searches -> New
  2. Select Item
  3. Criteria tab -> Summary subtab

Summary Type: Maximum

Field: Formula (Date)

Formula: max(case when {transaction.type}=’Sales Order’ then {transaction.trandate} end)

Value: Empty

4 Results tab

Remove all fields

Add Name, Summary Type- Group

5 Save & Run

This search can also be used for other transaction types such as Purchase Orders, Transfer Orders etc. Just change the formula expression under the Criteria tab with the desired Transaction Type.

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