Friday, January 18, 2019

Items on the Item Fulfillment Saved Search appear multiple times

Whenuser creates an Item Fulfillment Saved Search and exposed the Quantityfield on the Results tab, the Items show multiple times where thefirst is a positive number and the last two will be a negative number. This isbecause there are three line sequences created to account for different stagesof this transaction. To illustrate:

AssumeSales Order# 1 is created for Test Item with Quantity = 1. Then, ItemFulfillment# 1 is created from this Sales Order.

1.    Navigateto Transactions>Management>SavedSearches>New

2.    Select Transaction

3.    On the Criteriatab add Type is Item Fulfillment

4.    On the Resultstab add Number, Item, Quantity and Line Sequence Number

5.    Hit Previewor Save and Run

LineSequence 0pertains to the header or the Main Line section of the transaction. Onthe other hand Line Sequence 1 just points the Item in referenceto the created from (Sales Order) transaction while Line Sequence2 is the actual fulfillment. This is the reason why the first line is positive(as transaction quantity is normally a positive number) while the second andthird lines are negative (as sales/fulfillment transaction is normally a decreaseto Inventory). If user has multiple Items on the Item Fulfillmenteach Item will show three times with the same pattern.

Therefore,the solution is to only show Line Sequence Number 0, 3, 6, 9, … (or anynumber divisible by 3 for multiple Items). The working Saved Search is asfollows:

1.    Navigateto Transactions>Management>SavedSearches>New

2.    Select Transaction

3.    On the Criteriatab add Type is Item Fulfillment, and Formula (Numeric) =MOD({linesequencenumber},3) is equal to 0

4.    On the Resultstab add Number, Item, and Quantity

5.    Hit Previewor Save and Run

TheSaved Search should now display a single instance of an Item witha positive Quantity.

1 comment:

  1. Hi, just a heads up, this only works if you do fulfillments for inventory items. If you use non-inventory items or combine the two this doesnt work as non-inventory items only get 1 line on the fulfillment instead of 3.

    A better way to filter the fulfillment lines in the saved search is to add a filter on Account is Empty.

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