How to show Sales Order line level information in a Saved Search

I want to show the Item names in a Saved Search of Sales Order , so how do I show it in a Saved Search.

Rookie Asked on January 15, 2023 in Order Management.
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3 Answer(s)

Hi,

If “Item” doesn’t give you what you need then scroll down to “Item…” in the field list and this will allow you to select fields from the Item record itself.

Thanks,

Chris

Intermediate Answered on January 15, 2023.
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also make main line false

Advanced Answered on January 23, 2023.
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Hi Ashwin,

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

Item fields >> Item Name

Rate

Quantity

Amount

Beginner Answered on February 7, 2023.
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