RE: Odd saved search request for parent/child items

So – I need to have an ITEM saved search that gives me a list the items that appear on sales orders BUT ONLY if all of the variants/child items are on the sales order. Is this possible? I feel like it should be possible.

I can make this work if I do a TRANSACTION saved search, but that summary condition then doesn’t work in the next steps for how the data is used.

MossIT Rookie Asked on September 1, 2022 in Saved Searches.
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2 Answers

Hi MossIT,

Please set the search criteria for Transaction search as below,

Type = Sales Order

Main Line = False

In the results tab you can add the below columns,


Item fields >> Item Name




Beginner Answered on February 7, 2023.
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