Monday, April 22, 2019

Item search that will count the number of orders that are still open for inventory items

Item search that will count the number of orders that are still open for inventory items.

1. Navigate to Lists > Search > Saved Searches > New > Item.
2. Under Criteria tab, set the following:

Type is Inventory Item.
Inactive is false.

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

Name > Set Summary Type to Group
Formula (Text) > Set Summary Type to Count > Set Formula : case when {transaction.type} = 'Sales Order' and {transaction.status} <> 'Billed' then {transaction.number} end

*User may opt to add more result fields if needed.

4. Provide a Search Title.
5. Click on Save & Run.

* The result of this search will count all sales orders related to the item with any status other than Billed.

 

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