Sunday, February 3, 2019

List of Sales Orders with Item Fulfillments but are not Shipped yet and Picking Tickets that are not Printed

1. Go to Reports > Saved Searches > All Saved Searches > New.

2. Select Transaction in the list.

3. Rename the Search Title.

4. Under the Criteria tab, Standard subtab, add the following filters:
**Type is Sales Order
**Date is within (select a date range)
**Applying Transaction Fields: Type is Item Fulfillment
**Applying Transaction Fields: Status is not Item Fulfillment: Shipped

5. Under the Criteria tab, Summary subtab, add the following:
**Summary Type = Sum
**Field = Formula (Numeric)
**Description = is 0
**Formula = case when {systemnotes.field} = 'Printed Picking Ticket' then 1 else 0 end

6. Under the Results tab Columns subtab, add the following fields and summary types:
Field | Summary Type
**Date | Group
**Name | Group
**Number | Group
**Applying Transaction | Group
**Formula (Numeric) | Sum | Formula = case when {systemnotes.field} = 'Printed Picking Ticket' then 1 else 0 end

7. Click the Save & Run button.

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