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NSC | How to create a Saved Search showing if a Sales Order Start Date is the next day?

edited Jan 10, 2024 7:59PM in Accounting / ERP


In cases Users would like to track Sales Orders whose Start Date is set on the next day, they can generate a Transaction Saved Search and add a Formula (Numeric) that can help them achieve it.

Here are the steps to take in creating the Saved Search:

1. Navigate to Reports > Saved Searches > All Saved Searches > New  

2. Search Type: Select Transactions

3. Title: Enter Name

4. Click Criteria > Standard

5. Add the following filters:

  • Type = Sales Order
  • Formula (Numeric) = Formula (Numeric) = CASE WHEN round (trunc({today},'DDD')+1-{startdate})=0 THEN 1 ELSE 0 END

6. Under the Results, add the following fields:

  • Name
  • Document Number
  • Start Date

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