Friday, April 5, 2019

Creating a Saved Search to display All Items and their Preferred Bins

If a user wants to create a report / search to display all Items with the corresponding Preferred Bins, then this is accomplished through a Saved Search.

1.    Navigate to Transactions>Management>Saved Searches>New

2.    Select Item

3.    On the Criteria tab add Preferred Bin is Yes

4.    On the Results tab add the following fields:

·         Name

·         Display Name

·         Bin Number

·         Bin Number Fields>Location

If a user wants to display only those that Locations that are Active and with existing Quantity on Hand, then on the Criteria tab add Inventory Location Fields>Inactive is No and Location on Hand is greater than 0.

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