Sunday, September 23, 2018

Saved Search that Displays Back Ordered Quantity and Amount or Dollar Value

To create a saved search that displays back ordered quantity and back ordered amount of sales orders, perform the following:

1.      Navigate to Reports > Saved Searches > All Saved Searches > New.

2.      Click Transactions.

3.      Under Criteria tab and Standard subtab, set the following:

1. Type | is Sales Order

2. Tax Line | is false

3. Shipping Line | is false

4. Status = is any of Sales Order:Partially Fulfilled, Sales Order:Pending Fulfillment

5. Formula (Numeric) | is not 0 | formula: {quantity}-nvl({quantitycommitted},0)-nvl({quantityshiprecv},0)

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

1.        Formula (Numeric) | {quantity}-nvl({quantitycommitted},0)-nvl({quantityshiprecv},0)

2.        Formula (Currency) | ({quantity}-nvl({quantitycommitted},0)-nvl({quantityshiprecv},0))*{rate}

5.      Enter a name for the custom search.

6.      Click Save.

Note: Users may attach their case to Enhancement 158211: Add Back Ordered field as an available filter and column on Transaction search.

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