
I am trying to find a way to review sales and purchasing batches before they are posted using Smartlist. I know that I can view unposted transactions in the financial module, but cannot figure out how to do that in other modules. Right now, I am paging through each sales invoice and reviewing things like the item ID, deferral profile, etc.
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I have the same question (0)You may need to filter the search results by "Posting Status" on the Smartlists.. Or better you can use the Navigation list "All Sales Transactions" and "Receivables Transactions" and apply filter like.......Status is "Work" and then save it as "Unposted" same like a Smartlist Favorite. And follow the same for Purchasing module as well.