Monday, September 24, 2018

Show how many among the Items Ordered are Backordered on Customer Center

1. Navigate to Lists > Search > Saved Searches > New > Transactions

2. Set the following filters under Criteria:

  • Type=is Sales Order
  • Status=is any of Sales Order:Pending Billing/Partially Fulfilled, Sales Order:Pending Fulfillment, Sales Order:Partially FulfilledA
  • Account=select the income account of the item (e.g.4000 Sales)

3. Set the following columns under Results:

  • Number
  • Name
  • Account
  • Quantity Committed
  • Quantity Fulfilled/Received
  • Quantity
  • Formula (Numeric)=to be used to get the back ordered quantity > Formula= {quantity}-nvl({quantityshiprecv},0)-nvl({quantitycommitted},0)

4. Available Filters > select Type & set Show in Footer=Yes

4. Make the search Public, Available as List View, Available as Sublist View

5. Roles tab > check List and Results checkbox for your customer center role

6. Save

 

When you log in as Customer Center > See Orders link > and set Type=Sales Order, users can see the Back Ordered Items based on sales order Back Ordered column.

 

 

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