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NSC | Saved Search for Sales Orders with same Bill to and Ship To Address

User needs to create a Saved Search to show results for Sales Orders for Customers that have the same Bill To Address and Ship To Address. They also want the search to send an email alert.


Here are the steps to accomplish this:

1. Go to Lists > Search > Saved Searches > New

2. Select Transaction

3. Enter a Search Title

4. Add these the Criteria tab:

  • Formula used: CASE WHEN {billaddress} = {shipaddress} THEN 1 ELSE 0 END

5. Add these the Results tab:

  • Note: You can add/remove columns that you want to see in the Results .

6. Under the Email tab:

  • Select whether you want an alert to be sent every time a record that meets the criteria is created, or if you want the email send based on a schedule

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