Monday, April 29, 2019

Create a Saved Search Which Displays Items, Quantity Received and Quantity Fulfilled on Separate Columns

An Item saved search does not have a column for Quantity Received and Quantity Fulfilled. The user can run a saved search instead, but the quantity values will appear as separate rows together with the related transaction.


What the user can do is to create a transaction search instead and employ a formula.


To create the Saved Search:


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

2. Under the Criteria tab > Standard sub tab, add the following:


Account Typeis Other Current Asset 
Dateis <select a date range> 
Postingis true 
Locationis <select a location> 


3. Under the Results tab > Columns sub tab, add the following:


Summary Type
When Ordered By Field
Custom Label
Custom Label Translation
Summary Label
Summary Label Translation
Formula (Numeric)Sum CASE WHEN {quantity} > 0 THEN {quantity} ELSE null END   Qty Received 
Formula (Numeric)Sum CASE WHEN {quantity} < 0 THEN {quantity} ELSE null END   Qty Shipped 


4. Give it a name and Save.


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