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Saved Search that will display the items that are missing between the Invoice and Item Fulfillment

edited Sep 12, 2025 3:52PM in Ask A Guru 4 comments

Hi,

I saw a previous discussion that displays the following saved search. I am trying to modify this SS to display the items that are missing between the Billing Transaction and Fulfilling/Receving Transaction.

Here are the Criteria filters and Results fields.

Criteria filters:

  • Type = Sales Order
  • Billing Transaction Fields... = Type = Invoice
  • Fulfilling/Receiving Transaction Fields... = Type = None, Item Fulfillment
  • Tax Line = False

Results fields:

  • Name
  • Document Number
  • Billing Transaction
  • Billing Transaction Fields... = Date
  • Billing Transaction Fields... = Amount
  • Fulfilling/Receiving Transaction
  • Fulfilling/Receiving Transaction Fields... = Date
  • Fulfilling/Receiving Transaction Fields... = Amount

This Search will show you the Sales Orders related 

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