Create Saved Search to Display whether Items on Sales Orders are Shipped on or before the Expected Ship Date or not

To run a report to verify if the items in the sales orders were shipped on or before the expected ship date or not, perform the following:

A.      Navigate to Transactions > Management > Saved Searches > New.

B.       Click Transactions.

C.       Under Criteria tab and Standard sub tab, set the following:

1.      Type = Sales Order

2.      Main Line = No

3.      Tax Line = False

4.      Shipping Line = False

5.      Item Fields: Type is not Discount (to remove all discount items in the search)

D.      Under Results tab and Columns sub tab, set the following:

1.      *

2.      Date

3.      Type

4.      Document Number

5.      Name

6.      Amount

7.      Item

8.      Ship Date

9.      Actual Ship Date/Receipt Date

10.  Formula (Text):

CASE WHEN TO_TIMESTAMP{actualshipdate} > TO_TIMESTAMP{shipdate} THEN 'Y' ELSE 'N' END
  
Set a custom label for the formula column:
Y = the actual ship date of the item was beyond the expected shipment date.
N = the actual ship date came on or before the expected shipment date.

E.       Enter a name for the custom search.

F.   Click Save