Saved Search to show Sales Order and Linked Drop Shipped Purchase Order and linked Invoice

Scenario:

Create a saved search that shows sales order for drop shipment items including which is linked to purchase order details and applied invoices.

Solution:

1. Go to > Reports > Saved search > New
2. Select ‘’Transaction’’ as Search Type
3. Enter search name
4. Set the criteria like
5. Type = Sales Order
6. Shipping Line = False
7. Tax line = False
8. Applying link type = is any of drop shipment, order bill/invoice
9. Under Result tab,
10. Date
11. Type
12. Number – Summary type as Group – custom label is ‘Sales order’.
13. Name – Custom label as ‘Customer name’.
14. Amount- Summary type as Sum- Custom label as ‘sales order amount’.
15. Formula (Text) : CASE WHEN {applyinglinktype} = ‘Drop Shipment’ THEN {applyingtransaction} ELSE ‘ ‘ END  –  Custom label as ‘Drop ship Purchase order’.
16. Formula (Text): CASE WHEN {applyinglinktype} = ‘Drop Shipment’ THEN TO_CHAR({applyingtransaction.trandate}, ‘YYYY-MM-DD’) ELSE ‘ ‘ END – Custom label as ‘Drop Ship Purchase Order Date’.
17. Formula (Text): CASE WHEN {applyinglinktype} = ‘Drop Shipment’ THEN to_char({applyingtransaction.amount},’$9,999.99′) ELSE ‘ ‘ END  – Custom label as ‘Drop Ship Purchase Order Amount’.
18. Formula (Text): CASE WHEN {applyinglinktype} = ‘Order Bill/Invoice’ THEN {applyingtransaction} ELSE ‘ ‘ END – Custom label as ‘Invoice Number’.
19. Formula (Text): CASE WHEN {applyinglinktype} = ‘Order Bill/Invoice’ THEN TO_CHAR({applyingtransaction.trandate}, ‘YYYY-MM-DD’) ELSE ‘ ‘ END – Custom label as ‘Invoice Date’.
20. Formula (Text): CASE WHEN {applyinglinktype} = ‘Order Bill/Invoice’ THEN to_char({applyingtransaction.amount},’$9,999.99′) ELSE ‘ ‘ END – Custom label as ‘Invoice Amount’.
21. Click save & run.