To create sales orders saved search that displays how much of the sales order amount has been fulfilled and the percentage of fulfilled portion over the Total Sales Order Value/Amount, perform the following:
1. Navigate to Reports > Saved Searches > All Saved Searches > New.
2. Click Transaction.
3. Provide a Search Title.
4. Under Criteria tab > Standard subtab, set the following:
- Type is Sales Order
- Applying Transaction: Type is Item Fulfillment
- Tax Line is false
- Shipping Line is false
5. Under Results tab and Summary subtab, set the following:
Field | Summary Type | Formula | Custom Label |
Number | Group | | |
Formula (Currency) | Sum | (nvl({quantityshiprecv},0)*{rate})-nvl({discountamount},0) | Total Fulfilled Amount |
Formula(Percent) | Maximum | sum(((nvl({quantityshiprecv},0)*{rate})-nvl({discountamount},0)))/(nullif(sum(({quantity}*{rate})-nvl({discountamount},0)),0)) | % Fulfilled |
6. Click Save.
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