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How can I create a search to pull assemblies (with work orders) & their items (no work orders)

edited Mar 1, 2022 10:01PM in Ask A Guru 6 comments

Sorry if my title is confusing...

Basically, we have sales orders with both assembly items (will have an associated work order) and inventory items (will not have an associated work order). The work order for the assembly items has a ship date, but we also need a saved search that (based on ship date of the assembly item's work order) pulls the related inventory items from the sales order that do not have a work order. See example image- it doesn't matter if the ship date is only showing on the assembly item. What's important is that the assembly item and the inventory items are grouped

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