Overview

This article explains how to create useful saved searches in eXtendPS-SE to improve visibility of incoming orders and audit created orders.

Configuration

Follow these steps to create saved searches for sales orders created through the Purchase Order service:

Using Custom Form as Filter Criteria

If you have configured a separate form for sales orders received from the Purchase Order service:

1. Use Custom Form as your filter criteria.
   
2. In the search results, consider including mapped fields from the eXtendPS-SE Purchase Order setup screen.
   

Using eXtendPS-SE PO Request ID

If you haven't configured a specific custom form:

1. Use eXtendPS-SE PO Request Id is not empty in your filter criteria.
   

Frequently Asked Questions (FAQs)

Q: Why are saved searches important for this process?
A: Saved searches provide better visibility of incoming orders and help audit the orders that have been created via the Purchase Order service.