Saved Search to Replicate Item Level on Sales Order or Invoice

Scenario

This article discusses on how to create a Saved Search to display the item level details on the Sales Order or Invoice. This is useful for users who wants to have a list view of the Sales Order/Invoice on the item level or if users are experiencing performance issues on viewing the transaction records or just want to have an alternate way on viewing the details in one Report/Saved Search.

Solution

1. Go to Lists > Searches > Saved Searches > New
2. Click Transaction
3. Search Title: Enter Required Title
4. Click Criteria subtab
5. Click Standard
6. Filter:

• Select Type

1. Select Sales Order
2. Note: Or select Invoice if that is the view needed.
3. Click Set
4. Click Results tab
5. Click Columns
6. Field:
7. Note: For every required field use the drop-down menu to select it and once adjusted click Add if needed.

• Select Date
• Summary Type: Select Group
• Select Document Number
• Summary Type: Select Group
• Select Name
• Select Period
• Select Account
• Select Memo
• Select Amount
• Select Item Fields…
• Items Fields: Select Name
• Select Quantity
• Select Memo
• Select Item Fields…
• Items Fields: Select Serial/Lot Number
• Select Price Level
• Select Item Rate
• Select Item Fields…
• Items Fields: Select Description
• Note: Selection will vary according to the actual line level fields on the transaction record. The above are for illustration purposes only. Select all the fields as needed.

1. Save Button: Hover-over the Arrow Down
2. Click Save & Run