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search/report for sales orders with associated transactions
Hi all,
I've been asked to create a search or a report that can show a list of sales orders and their associated fulfilments, and invoices, as long as they're not completely closed. It's a housekeeping thing as there are apparently some old open sales orders or abandoned invoices in there. The trick is they would like it all on one screen.
I get the impression that ideally they'd like a report with the following structure:
Date--+ | + Sales Order--+ | + Fulfillment Number, Date fulfilled, Status + Tax invoice Number, Date invoiced, Status
So far I've tried with a transaction saved search constructed as follows:
0