How to create a saved search which would replicate the
Sales Order by Item Summary Report, users can perform the following steps:
1. Navigate
to Lists > Search > Saved
Searches > New > Select Transaction.
2. Enter a Search
Title.
3. In
the Criteria tab > Standard sub tab, add the following
filters:
Type
= any of Sales Order, Return Authorization
Status
= none of Sales Order:Cancelled, Sales Order:Pending Approval,
Return Authorization:Cancelled,Return
Authorization:Pending Approval
Main
Line = False
Tax
Line = False
Shipping
Line = False
4. In
the Results tab > Columns sub tab, set the following
fields:
Field
| Summary Type
Item
Fields... = Type | Group
Item
| Group
Item
Fields...= Description | Group
Quantity
| Sum
Amount
| Sum
5. Under
the Results tab, also set the following:
Sort
By = Item Fields : Type
Then
By = Item
Show
Totals = True (checked)
6. In
the Available Filters tab, set the following
Filter
| Show in Footer
Date
| True (checked)
7. Preview/Save the
search.
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