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Create Invoice Transaction Saved Search that Excludes Line Items that were Drop Shipped

edited Mar 29, 2016 2:55PM in Accounting / ERP 2 comments

Hi Guys,

Is it possible to create an invoice saved search that excludes line items that were drop shipped.

I believe on the sales order the Line Items have a field called "CREATE DROP SHIP PO"  which indicates it being drop shipped.

When the sales order is saved, that field then shows the PO that is created.

The drop shipment data is accessible on the sales order level by using the applying link type.

You can then access it on the invoice level by doing a join search to the applied to transition -> applying link type.

Nonetheless, if you filter out that option, there are still 2 other applying link type lines that are on all sales orders.

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