RE: Separating Statuses for Sales Orders vs Purchase Orders
Answered
It is very confusing for users to filter on a status field when the list of statuses includes ALL statuses for ALL transactions.
How do we segregate the various statuses so that the user is no so confused and can actually filter based on a status related to the transaction set that they querying?
Best answer
In the status criteria you can type the record type such as Sales Order or Purchase Order and then all the statuses for those particular records will populate.
