NSC | Saved Search: Sales Orders with Only Specific Items

Scenario:

The user wants to generate a saved search that will return only Sales Orders containing exactly two specific items—Item A and Item B—and no other items. For example:

Include

• Sales Order #1
  • Item A
  • Item B

Exclude

• Sales Order #2
  • Item A
  • Item B
  • Item C

Even though SO #2 includes both Item A and B, it should be excluded because of the presence of an extra item (Item C).

Solution:

To filter Sales Orders with only Item A and Item B (and no others), you can use a Transaction Saved Search with formula filters. Below are the steps to configure the search: