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Too often there is a need to locate the SOs/POs containing some specific product in order to modify it. When there is a load of entries in SOs for example, users have to open through them and check if the wanted product is in inside, very time-consuming right?

To what I have tried out, the Advanced Search doesn't support the search with the product keywords(code, desc.). What is the best way to do it then?

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Abbandona
Risposta migliore

You can view all the sales orders (SO)for a product. In the product view click the 'More' button next to 'Print' and you will see 'Sales Order Lines'... clicking this option gives you a list of sales orders containing the product.

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Abbandona
Autore

Thanks a lot John. To be fair this is a more straight way, without activating 'to invoice based on the order lines'. Further to it, I just found nearly all I need from 'More' button. What an oversight!

Risposta migliore

A bit tricky, but you can do this:

  • Allow invoicing per sale order line through the menu Settings / Sales
  • Go to the menu Sales > Invoicing > Order Lines to Invoice
  • Uncheck the default filter 'Uninvoiced'

From this menu, you can search on customers, products, SO number, ...

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Abbandona
Autore

Many thanks for the trick. It works!

But to invoice based on the sales order lines can affect system-wide, this trick shall be used only in need of the aforementioned search. Once the search is done, the option shall be unchecked, right?

Mario

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