Sunday, April 7, 2019

Create a Saved Search with the Same Demand Information at the Check Item Availability window

The Check Item Availability page is available when the Available to Promise feature is enabled. This can be checked by navigating to Set Up > Company > Enable Features > Items & Inventory tab > Inventory subtab:

To do this :

1. Navigate to Lists > Search > Saved Searches > New. Select Search Type: Transaction

2. At the Criteria Tab > Standard Subtab, select the following filters:

a. Type is Sales Order

b. Status: any of: Sales Order:Pending Approval, Sales Order:Pending Fulfillment, Sales Order:Partially Fulfilled, Sales Order:Pending Billing/Partially Fulfilled

c. Location: select preferred Location

d. Item fields….: select Type, select any of Assembly/Bill of Materials, Inventory Item

e. Ship Date: select preferred period – (note that SO should have Expected Ship Date filled to be displayed) 

At the Results Tab, Columns subtab, add the following fields:

1. Item --- Summary Type: Group

2. Location --- Custom Label: PO Location

3. Date

4. Expected Receipt Date

5. Type

6. Document Number

7. Quantity

8. Quantity Committed

9. Formula (Numeric) --- Formula: {quantity}-{quantitycommitted}---Custom Label: Remaining Quantity

Hit Save and Run.

Note: The search above is only applicable to items with no Transfer Orders or Work Orders related - since Demand also considers said transactions.

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