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CC Closed Order Lines

Jennifer Sanske, Functional Consultant

Do you close line items on Sales Orders you do not fulfill!  You are not alone.  But wouldn’t it be nice to report on those items you were not able to fulfill?  Well fear not, we have a solution!

Simply adjust your view by customizing or editing it.  Name your view.

Then set your criteria to show Main Line as False (so you can see all line items).  Choose the order types you wish to include by using Type and selecting Sales Order or those applicable.  Finally, Select “Closed” = True.

Once you do this, you can set your results tab to show what you would like and filters to include date and/or period.  Make sure to set Show in filter region.Then save!

Enjoy the comfort of your new found report!

Meet the Author

Jennifer Sanske