Record Type:
Transaction (as Purchase Orders are transaction records).
Criteria:
Type is Purchase Order: This filters the search to only include Purchase Orders.
Main Line is True: Ensures that only the main line of transactions is considered.
Date Created or Date of Purchase Order: Choose one of these date fields to sort the purchase orders. Use the criteria is on or after [date] (specify a date) or is in last [time frame] (for instance, “is in last 3 months”).
Results:
Result Columns: Select the columns that you want to display in the search results, such as Purchase Order Number, Date, Vendor, Amount, etc.
Sort the Result: Sort the Dates in the Descending order.
Limit Results to Three: On the Results tab, set the maximum number of results to 3 or adjust as needed to fetch only the last three purchase orders.
Here’s an example of how the criteria might look in the saved search:
Criteria:
Type is Purchase Order
Main Line is True
Date Created is in Last 3 Months (or a specific date range you prefer)
Result Columns:
Purchase Order Number
Date
Vendor
Amount