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Search to find sales orders without a linked cash sale or without a linked fulfillment

edited Jun 2, 2025 2:45PM in Ask A Guru 7 comments

What is the best criteria to find sales orders without a linked cash sale and/or without a linked fulfillment?

I tried "Applied To Transaction : Date Created = Empty". I tried other "Applied To" fields looking for <null>, but that didn't work.

I want it to find orders that someone started to process and then got distracted and left the sales order half done. It can sort of do something close with the status of the Sales Order, but there are other things I can't achieve using that alone.

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