Is there a field for “Approval Date” for Sales Order? Can I use it in a Saved Search?

I’m looking to have the Approval Date in a saved search, but can’t find anything related.

Beginner Asked on March 3, 2021 in Saved Searches.
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1 Answer(s)

there is no approval date field in any transactions by default (you can create a custom one and set the date by your approval workflow).  There is another option is to use systemnotes  – use the join option for systemnotes and use the change date and time for the approval status field, that is look up the time when approval status field value changed from pending approval to approved. I know this is a convoluted way of doing it but 100% sure it would work since you are using the system audit trail.

Advanced Answered on March 3, 2021.

Excellent. Thanks!

on March 3, 2021.

Hey guys, I think this answer is perfect. In fact, I am trying to implement the 2nd approach (using system notes) but am kind of stuck.

I’ve successfully pulled the date the record went into Pending Fulfillment status into a custom field using a custom summary search. The problem is that I need to be able to add this custom ‘approval date’ field to a report column. Using this summary search approach doesn’t quite work since I can’t store the field value. Any thoughts? Thanks so much!

on April 20, 2021.
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