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NSC | Create Alert for Invoices To Be Fulfilled
Scenario: Users would like to be notified of Sales Orders that were invoiced but not yet fulfilled.
A Saved Search Alert can be created to show Invoiced Orders that have no related Item Fulfillment.
Here are the steps we may take to create the Saved Search:
1.Navigate to Lists > Search > Saved Searches > New
2. Select Transaction
3. Under Criteria tab, add the following:
- Type = Sales order
- Main Line = False
- Tax Line = False
- Shipping Line = False
- COGS Line= False
- Status = any of Sales Order:Pending Billing/Partially Fulfilled, Sales Order:Partially Fulfilled, Sales Order:Pending Fulfillment
- Formula (Text) = starts with Invoice | Formula : {fulfillingtransaction}
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