Saved Search to Track Quantity and Related Transactions for Transfer Orders

It isessential for the Warehouse division to track Transfer Order withdetails such as Item, Quantity and the corresponding ItemReceipt and Item Fulfillment. There are instances where a SavedSearch will not work to achieve this goal. Knowledge of how LineSequence Number works for this transaction is therefore critical.

On a Transfer Order Saved Search, adding Item on the Resultstab will display multiple times. This is because line entries are created fordifferent stages. To illustrate:

Assumethat Transfer Order# 1 is created for Item A to move from LocA to LocB. Then,this is both fulfilled through Item Fulfillment# 1 and received through ItemReceipt# 1.

1.   Navigateto Transactions > Management > SavedSearches>New

2.   Select Transaction

3.   On the Criteriatab add Type is Transfer Order

4.   On the Resultstab add Number, Item, Quantity, Location, LineSequence Number and Fulfilling/Receiving Transaction

5.   Click Previewor Save &Run

Userwill see that Line Sequence 0 pertains to the Main Line or theheader of the transaction while Line Sequence 1 just points to the Itemand Quantity. On the other hand, Line Sequence 2 and 3 accountsfor the actual movement of Item in the From Location / ToLocation and displays Item Fulfillment# 1 (on Line Sequence 2) and ItemReceipt# 1 (on Line Sequence 3).

Thereforea simple Saved Search to track Item, Quantity, Locationand the corresponding Item Receipt and Item Fulfillment is asfollows:

1.   Navigateto Transactions>Management>SavedSearches>New

2.   Select Transaction

3.   On the Criteriatab add Type is Transfer Order and Formula (Numeric) whereLine Sequence Number is greater than 1

4.   On the Resultstab add Number, Item, Quantity, Location, and Receiving/FulfillingTransaction

5.   Hit Previewor Save and Run

NOTES:You can select Function = Absolute Value on the Quantityfield on the Results tab if you want negative Quantity to displayas a positive number. Shipping is at Line Sequence 4 and Handlingis at Line Sequence 5 so if you have any on these transactions, you canmodify the Criteria by adding Formula (Numeric) where LineSequence Number is less than 4.