Sunday, September 23, 2018

Saved Search that Displays Fulfilled Amount on Sales Orders and its Rate from the Total Sales Amount

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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