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How to filter the list of sales order that has NOTES in it ?

  • April 21, 2024
  • 1 reply
  • 46 views

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I could identify individual sales orders that has attachment or notes , however I would like to see the list of sales order that has NOTES in it by filtering . Also I would like to see the sales orders that has attachements in it. I want to filter the sales order based on these conditions in the Sales Orders screen.

 

 

Best answer by dcomerford

You will need to add the Note table to the GI and then join it to Sales Order table on NoteID. 

You can then add the Note Text to the result grid and use that as the filter

For Files you could do a similar idea join the file to the Order then display a field and use that as a filter

1 reply

dcomerford
Captain II
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  • Captain II
  • Answer
  • April 22, 2024

You will need to add the Note table to the GI and then join it to Sales Order table on NoteID. 

You can then add the Note Text to the result grid and use that as the filter

For Files you could do a similar idea join the file to the Order then display a field and use that as a filter