Is it possible to create a saved search from two records
I have the saved search based on items but some data from sales order is to be shown in the saved search so is it possible.
You can add Item information from the transaction line columns by starting with a Transaction search. filter by type = Sales Order, then add the Item field to the reults columns.
You can add item information from the item record that is not contained in the transaction line columns by adding Item Fields… to a results column. Then select all of the fields you want to add.
If you search is a Item search you can get data from the sales order by setting the Transaction : Type as Sales Order in the criteria and then adding Transaction Fields… to the results.
